Can anyone really beat the market? According to the Efficient Market Hypothesis (EMH), the answer is no, but many investors believe otherwise. The Efficient Market Hypothesis In theory, financial markets process and reflect all available information with high efficiency, making it nearly impossible for any investor to consistently outperform. For example, if a company's CEO suggests in an interview that sales may fall the next year, the stock price will go down right away to reflect this new...
3 days ago • 2 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...
8 days 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!
15 days 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,...
22 days 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...
about 1 month 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,...
about 1 month ago • 2 min read
Dear Reader, It's the fourth Sunday of July and that can only mean one thing... It's stock pick time! This week, I'll be sharing with you an HR tech gem where the fundamentals and stock price are dancing out of sync. Look at this chart. The blue line shows the operating income, while the gray line indicates the market cap: Every time I uncover a chart like this, my investment senses tingle. Yes, usually there's a reason for such disparity, but when there isn't? Jackpot. A great buying opp...
about 2 months ago • 3 min read
Today's Issue Read Time: <2 minutes Feedback from Last Week's Stock Pick My New Deal with You 2022 Stock Picks Review (+3 Lessons!) And More! 🦁 Did I Unleash a Beast Last Week? Tons of feedback poured in! Some readers called me crazy for trying to beat the market (maybe I am). Others suggested I should charge for the stock picks (thanks, but I will keep them free for the time being). Many found the promised transparency refreshing. So, what's next? I've decided to stick to the original plan:...
about 2 months ago • 1 min read
Dear Reader, As promised, here is the first stock analysis (of many I’ll be sending your way) on companies that I’m convinced will beat the market over the next 3 years. I included some important details you should know about these stock picks below, so make sure to read this email till the end. Let’s dive into why McKesson is an investment gem! What Does McKesson Do? Medicine Distribution: McKesson buys medicines from manufacturers and delivers them to pharmacies and hospitals across North...
2 months ago • 1 min read