Investment Strategy - The investment strategy focuses on high-quality stocks trading at attractive valuations, with an emphasis on high return on equity and high free cash flow stocks that have a proven track record of compounding earnings at rates higher than the market [1] - The service provides 2-4 new, high-quality investment ideas per month, with portfolios that have historically earned returns well above benchmark levels [1] Portfolio Management - The portfolio includes companies like Constellation Brands (NYSE: STZ), which was highlighted during the pandemic in July 2020 and later sold after recovery [1] - The portfolio management approach is influenced by Graham and Dodd/Buffett style investing, targeting high-quality equities at attractive valuations [1] Service Features - The service offers an exclusive portfolio of compounders, 2-4 in-depth new investment ideas per month, live chat, and direct access for questions [1] - The service is led by Thomas Lott, who has over 30 years of experience as a financial professional and a background in portfolio management at a hedge fund [1]
Constellation Brands Falls 17%, Looks Like A Bargain