Weekly Dive for April 1, 2024

Apr 1, 2024

BEWARE OF THE BLIND CLOWNS

Throughout my investment journey, I've been a firsthand witness to the advent of transformative technologies: from the fax machines, the rise of personal computing, to the vast networks of the internet.

Time and again, despite their potential, these innovations were met with skepticism. Voices of doubt echoed with claims like "no one will ever need a personal computer" or "what's the use of the internet?" 

I've come to term these skeptics as "Blind Clowns", because their resistance is not grounded in knowledge or insight. Instead, it's rooted in a reluctance to embrace change, and often fueled by misleading narratives from industries facing disruption.

Significant wealth often comes from staying observant to innovation and adapting to your surroundings. Therefore, remain vigilant and seek out new sectors with potential for substantial growth. Presently, this might mean delving into areas like artificial intelligence (AI), automation, the electrification of technology, digital banking, nuclear clean power, and the evolving cryptocurrency landscape.

But, as you look ahead to the future, remain wary of the ceaseless chorus from the Blind Clowns.

Buy List:

We are not financial advisors, but see potential in the following companies for long-term growth. Please do your own research before making any decisions with your money.

  • EC: Ecopetrol S.A.
    • Oil & Gas Pipelines (23.6% Dividend)


  • F: Ford Motor Company
    • Motor Vehicles (5.8% Dividend)


  • GNRC: Generac Holdings
    • Electrical Products


  • HOOD: Robinhood Markets Inc.
    • Investment Bank/Broker


  • KMI: Kinder Morgan, Inc.
    • Oil & Gas Pipelines (6.1% Dividend)


  • KNTK: Kinetik Holdings
    • Oil & Gas Pipelines (7.5% Dividend)

  • MMM: 3M Company
    • Industrial Conglomerate (5.6% Dividend)


  • NEM: Newmont Corporation
    • Precious Metals (4.4% Dividend)


  • PYPL: Paypal Holdings Inc.
    • Commercial Services


  • U: Unity Software Inc.
    • Software


  • UGI: UGI Corporation
    • Wholesale Distributors (6% Dividend)


  • TSLA: Tesla Motors
    • Motor Vehicles


  • WBA: Walgreens Boots Alliance
    • Pharmaceuticals: Major (7.7% Dividend)


  • WHR: Whirlpool Corporation
    • Household Appliances (5.6% Dividend)


  • WU: Western Union Company (The)
    • Finance (6.72% Dividend)


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