This report shares updated data on all 40 positions in the Disciplined Growth Portfolio, and highlights notable risks and opportunities. Notably, we’re seeing some big cracks in the AI dam, and thereby new opportunities that are worth considering as you manage your own investments.
The Disciplined Growth Portfolio
For starters, here is the complete Disciplined Growth Portfolio.
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This lithium miner (with a strong tie in to electric vehicle batteries) has gone from “loved” (at over $300 per share in 2022) to “hated” (now trading at around $100). But what many investors may not fully appreciate is the massive lithium supply cycle swing, which now places Albemarle in an interesting position going forward. In this report, we review the business, the lithium supply cycle, current market dynamics and risks. We conclude with our strong opinion on investing.
Chip stocks (such as Nvidia) are notoriously cyclical (50% to 80% declines are not uncommon). Somewhat similarly, the materials stock (lithium) we review in this report is likely near the bottom of an epic cyclical decline of its own (shares are down 66%). And like Nvidia, this materials stock is a leading beneficiary of another big secular trend (rather than AI, it benefits from technological advances in batteries). In this report, we review the materials stock (including it business, market opportunity, valuation and risks) and then conclude with a comparison of its massive price appreciation potential as compared to Nvidia’s with regards to where each one sits in its own massive secular market trend.
With an increasingly strong tie in to alternative energy, this materials company is absolutely hated right now. The shares are ~60% below their 52-week high, yet the dividend is safe (and growing for 28 consecutive years), and the shares are very undervalued. In this update, we review why the shares are down (plenty of news), what we believe the shares are actually worth (they have significant upside) and why we think the stock offers a rare (and highly attractive) opportunity for healthy dividend growth and dramatic share price appreciation.
The company we review in this report is very profitable, growing rapidly, and the business benefits from a lithium supply deficit that will likely remain in place (and support strong profits) through 2030 and beyond (courtesy of demand largely for electric vehicle batteries). The company just recently announced quarterly earnings, whereby they raised forward guidance. But are the shares a good investment? In this report, we review the company, the lithium opportunity, financial performance, growth strategy, valuation and risks. We conclude with our strong opinion on investing.
As lithium demand grows (and supply remains limited), the basic materials stock we review in this report is attractive. The shares are down 35% from their 52-week high, but the business continues to strengthen (i.e. revenues are growing very rapidly, the market opportunity is huge and profit margins remain strong). In this quick note report, we consider the company’s latest strategic effort, its valuation and our opinion on investing (i.e. we own shares).
The basic materials stock we review in this report has increased its dividend for 28-years in a row. It also has newfound growth opportunities related to dramatically increasing lithium demand and pricing (courtesy of exploding demand for lithium-based batteries in electric vehicles, for example). Not to mention, the basic materials sector can continue to be a highly attractive inflation hedge. In this report, we review the details and then conclude with our opinion on investing.
