DYNAMIC BRANDS WIN OVER TIME: 10/17/2019

Nothing is more predictable than a consumers propensity to spend. That’s why I created the Alpha Brands suite of equity strategies and why I built this site. The stock market can be a wonderful but sometimes brutal place for our money so it’s vitally important we understand what we own and why we own it. In a world where we’re told we need to own thousands of stocks we couldn’t possibly understand, I submit there’s a better and more common sense approach:

Taking ownership stakes in some of the most relevant and innovative brands competing for your wallet-share & the $30+ trillion in global consumerism? If the approach was good enough for famous investor Peter Lynch of the Magellan Fund, it’s certainly good enough for me.
— Eric Clark

The brands below reflect where I see opportunity across “lifetime spending categories” currently. The list below is not a finite list of great investments and positions can be expected to change over time, according to market conditions. I will update this page each month. This information is presented for illustrative purposes only and is not investment advice, please do your own research. Click on the logo to get more information on each company.

ASIAN CONSUMER SPENDING

Alibaba Group - BABA

Tencent - TCEHY

 

Athleisure & streetwear

Adidas - ADDYY

Lululemon Athletica - LULU

Nike - NKE

 

discount Retail – Brick-n-Mortar

Costco - COST

Five Below - FIVE

 

Vanity products & cosmetics Retail

Estee Lauder - EL

Ulta Beauty - ULTA

 

Luxury Goods

Ferrari - RACE

Louis Vuitton - LVMHF

Restoration Hardware - RH

Tesla - TSLA

 

Specialty Restaurants

Chipotle - CMG

Shake Shack - SHAK

Starbucks - SBUX

 

Media, Entertainment, Experiences

Walt Disney - DIS

Live Nation - LYV

Roku - ROKU

Sony - SNE

Spotify - SPOT


Video Gaming & E-Sports

Nintendo - NTDOY

Microsoft - MSFT

 

Global Payments & Cashless Society

Mastercard - MA

PayPal - PYPL

Visa - V

 

Home Improvement & Household Formation

Home Depot - HD

Sherwin Williams - SHW

 

Consumer Products

Apple - AAPL

 

Health, Wellness, and Longevity

Amgen - AMGN

Bristol-Myers Squibb - BMY

 

B2B & Small Business Enablers

Shopify - SHOP

 

E-Commerce Internet & Direct Marketing

Amazon - AMZN

Booking - BKNG

 

Cloud Computing & Artificial Intelligence

Google - GOOGL