Ultimate Watchlist Of 100 High Quality Stocks!
There are over 60,000 public companies in the world. Only a several dozen of them can you make you rich. These are the 100 most likely winners!
Success has three ingredients: Skill, determination and luck.
Skill and determination are different from luck in the sense that you have a higher level of control over them.
Indeed everybody has some level of innate skill but it can definitely be advanced by deliberate practice. There is no doubt that Mozart was more inclined to music than peers but he also practiced a lot to draw on that talent and become the Mozart we know today. When he composed his masterwork Requiem, he was only 35 years old yet he had been composing for 29 years. He had started at age 6.
Determination is the other ingredient that we somehow have a high level of control on. Some call it “grit.” Again, everybody has some inborn grit but it can definitely be enhanced by being self-aware and pushing yourself whenever you feel like giving up. Even knowing that you can be grittier just by rewiring your brain increases your level of grit.
Luck is different from them. You can’t get luckier by deliberate practice or being aware of how big of a role luck plays in success. So, most people think there is nothing you can do about it, you just leave it to the universe.
This is completely wrong.
Yes, you can’t control luck but this doesn’t mean you can’t manipulate the odds in your favor.
This is done by trying more than once. More you try, the role of luck shrinks while the role of skill and determination grows. Look at entrepreneurs. Most of them fail in their first venture but they just keep trying and this is indeed why they succeed. This applies even to the lottery which has no room for skill and determination. More you try, the luckier you get.
It’s no different in investing.
Skill and determination play the biggest role in investing. You must know what makes some companies better than others and you must have determination, i.e discipline, to bet on them rather than speculative plays.
But luck plays a role too. We can’t control every risk and this is why we have diversification.
How do you manipulate your investment luck? In investing, trying more coincides with not buying more stocks but with looking at as many opportunities as possible. Because “good” is a relative term. There is no definitive best company. Some are better than others and as you expand your investable universe, the chance that “good” companies you find are actually good increases dramatically.
Peter Lynch puts this elegantly:
Today, we are turning over 100 rocks at once.
Yet, these are not random rocks. These are the rocks that I have turned over a few times before and I see some shiny material under those rocks. Some of them will indeed prove fake, but some will be diamonds.
By this way, I have to thank our great community here. They have been pushing me to prepare such a list for a while and I finally did it.
In this file, you will find 100 international businesses, from US, EU, China, Latin America and some other developing markets. You will find:
My 5-year growth assumptions for each business.
Fair value and 5 year price targets for each of them.
My preliminary competitive assessment for each business.
A few sentence notes about their business and competitive positioning.
In the future, we will start a few more concentrated thematic funds out of this watchlist and I believe they will also be well positioned to outperform the market as our main portfolio has been doing for long.
So, let me cut this short and give you this work that I have been working on for more than a month!
🚨Our watchlist is proprietary to the members supporting the publication🚨
Members get the updated watchlist every quarter!
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Valid only until Monday!
📊Here Is Our 100 Stock Watchlist!
I will update this list every quarter by adding new names and updating fair value assumptions and valuations for each position.