In today's issue... Portfolio performance review New stock additions Key takeaways And More! ⏳ Read Time: <3 minutes Dear Reader, I hope this email finds you well. It’s the first Sunday of the quarter, and that means its performance review time! Let’s take a look at how our stock picks have performed and what lessons we can take away from this past quarter. As a reminder, I pick one stock every two weeks using a proprietary, science-backed, data-driven approach focused on five key factors:...
12 days ago • 3 min read
Hi Reader, Turnarounds are tricky beasts. They can make you rich or leave you broke. In 1997, Apple was on the brink of bankruptcy. The stock was trading below ten cents when Steve Jobs returned to the company and redefined the tech industry starting with the iPod. Today it trades above $200. A $10,000 investment back then would now be worth $20+ million today. But for every Apple, there's a Toys"R"Us trying to turn things around for years just to file for bankruptcy in 2018. So, what makes a...
19 days ago • 1 min read
✅ Read Time: <5 minutes Imagine walking into a place where the aroma of freshly brewed coffee fills the air, where the barista greets you by name, and where you find a cozy spot to settle in with a good book or your laptop. This place has become more than just a stop on your morning commute; it's a part of your daily ritual, a "third place" between home and work that offers a sense of community and comfort. Today’s stock pick is that place for millions around the world. It's the company that...
26 days ago • 7 min read
They say the market is a mystery, a wild beast impossible to tame. But what if there's a secret weapon, a hidden key to unlocking consistent growth? Buckle up, because this week, we'll challenge the status quo and explore strategies to become an Investing Monk. In today's issue: 📊 The Efficient Market Hypothesis 🚀 The Case for Active Stock Picking ⚠️ Facing The Market Beating Reality And More! Let's get started: 📊 The Efficient Market Hypothesis In theory, financial markets process and...
about 1 month ago • 3 min read
Dear Reader, Imagine a world where every pet and livestock animal leads a healthy, happy life. That’s the vision that our stock pick from today is turning into reality. Introducing Zoetis, the global leader in animal health: With a rich history spanning over 70 years and a stellar 500% return since its 2013 spin-off from Pfizer, Zoetis isn’t just treating animals—it’s transforming the future of animal care through groundbreaking vaccines, medicines, diagnostics, and health tech. Let’s zoom...
about 1 month ago • 3 min read
Dear Reader, I hope you are having a soft landing after the summer break (for those of you in the northern hemisphere). This week, I want to try a new format by sharing a short essay with you. Let me know what you think. If you enjoyed this, feel free to download the image or share it with a friend. If someone forwarded this to you, you can sign up at https://newsletter.monk.st. Have an amazing week! What do you think of this week’s issue? ⭐ Do better! ⭐⭐⭐ It was OK. ⭐⭐⭐⭐⭐ Amazing!
about 2 months ago • 1 min read
Picture this. You walk into an exclusive boutique on Madison Avenue. The air is laced with luxury—a melange of rich leather and opulent scents. Shelves display meticulously crafted treasures, each with a story of heritage and grace. That's the world you'll step into as an investor in today's hidden gem. Welcome to the Hermès experience. What does Hermès do? Hermès International S.A., founded in 1837, is a French luxury goods manufacturer renowned for its leather goods, lifestyle accessories,...
about 2 months ago • 4 min read
Dear Reader, It's the second Sunday of August, and you know what that means... Time to uncover another investment gem! Amidst rumors of an impending recession and with interest rates inching downward, the market landscape is shifting fast. In the middle of this chaos, a certain stock has caught my eye—a high-performer bruised by a hefty 50+% drop this year. Investors have punished it more than I believe it deserves, making it a prime candidate for potential gains. This company dominates its...
2 months ago • 3 min read
Dear Monk, The "big rotation" is here. Or so they say. Out of 500 stocks in the S&P 500, 437 surged last month, but the index still declined by around 1%. Huh? How does that happen? The "Magnificent 7" (Apple, Microsoft, Amazon, Tesla, Google, Meta, Nvidia) are not holding their weight. Their decline drags the index down despite widespread gains elsewhere. But beneath the facade of the struggling index, the majority is still thriving. As investors pull money from top-heavy tech stocks,...
2 months ago • 2 min read