| Dear Prosperity Insider,
There are about 5,000 publicly traded companies in the U.S.
Unlike private businesses, where ownership is locked behind closed doors, we have the unique advantage of choosing to become partners in any of them — just by buying their stock.
So, if we have the power to partner with any business, why settle for mediocre? Why not invest in the very best?
The best businesses are those with massive competitive advantages — the kind that make it nearly impossible for new players to compete.
And nothing beats a monopoly.
Monopolies dominate entire industries, controlling pricing, supply, and customer access.
Think Standard Oil. Think AT&T.
These companies practically printed money — until the government stepped in and broke them up.
That’s why regulators today are targeting Google, Meta, Qualcomm and Amazon. They believe these companies have monopolistic power.
And here’s the thing — each of these businesses is outstanding.
So, if we can’t invest in true monopolies, what’s the next best thing? Why Oligopolies Are Investor Goldmines Oligopolies are industries where just a few companies dominate the market.
They don’t have to undercut each other with price wars. Instead, they set the rules, raise prices over time and generate massive profits.
Unlike businesses that have many competitors and can disappear overnight, oligopolies have massive moats — brand power, regulatory advantages and infrastructure that make it nearly impossible for new competitors to break in.
Our portfolio in the American Prosperity Report is loaded with oligopolies such as… - Taiwan Semiconductor (TSM) — The undisputed leader in chip manufacturing, competing in an oligopoly with Intel and Samsung.
- UnitedHealth Group (UNH) — The largest of the "Big 5" U.S. health insurers.
- LVMH Moët Hennessy (LVUMY) — A luxury goods powerhouse, encompasses 75 distinguished brands like Louis Vuitton, Tiffany and Dom Pérignon.
When recessions hit, oligopolies don’t just survive — they thrive.
Consumers still need insurance, healthcare, banking and utilities — industries in which a few dominant players control the market.
These companies keep raising prices, increasing margins, and rewarding shareholders regardless of the stock market's performance. Ignore the Headlines —
The Best Businesses Win in the Long Run Right now, investors are rattled, trying to understand President Trump’s shifting tariff policies and weaker-than-expected economic data.
Real Talk — this volatility isn’t new.
Stocks are bouncing up and down based on headlines.
One day, tariffs look like they’re easing, and stocks rally. The next, tensions flare, and markets drop.
So here’s my advice: Ignore the financial media.
We’re not playing the short-term game. We’re long-term business owners invested in some of the world's most dominant companies.
While others panic over headlines like “Nasdaq Has Its Worst Day Since 2022” or “Trade Threats Send Dow Down 800 Points,” we see opportunity.
Mr. Market is giving us a gift — the chance to buy shares of oligopolies at bargain prices.
Regards, 
Charles Mizrahi
Founder, Alpha Investor
|
Tidak ada komentar:
Posting Komentar