Even though I am up 17% for the year, I’ve decided to implement some draconian changes to the way I buy and sell securities. Gone are the days of half measures and low conviction positions. Effective rather immediately, I am going to focus trades around a very specific thesis, one that I’ve been researching for a long, long time.
What is the ultra-trend with regards to humanity?
The answer is simple: people want to improve their lives. We want to live longer, healthier and be happy–all the fucking time. To get there, we buy “stuff” and use services that makes us happy. We want to eat healthy and tend to our illnesses whenever we get sick.
There are many ways to interpret “happy”, when discussing stocks. For me, I believe there are certain long term trends that cannot be discounted. People don’t want to eat unhealthy foods, which is why organic food sales will continue to do great. Longer term, MCD, WEN, YUM and BKW are shorts.
We want clean water and food that isn’t genetically modified. We want the best electronics and quality clothes.
Certain restaurants stand out from others, due to quality and freshness of food, which is why their stocks do well.
Without mentioning specific investment ideas, it’s really hard to explain what my angle is going to be. The wheels are in motion you will find out soon enough, small plebbers from the internets.
Zombie Fly will rise from the ashes and eat brains, organic of course, soon enough.