3 Investing Lessons In The Food That Built America

Why It Matters

Clearly, the companies profiled in The Food That Built America have had their day. While they still benefit from a recurring revenue style of business model, and many of them have long-established brand moats, the days of significant revenue growth are far behind. Most of them have been global for decades now, their market opportunities largely fulfilled. This would violate our "rising revenues" check, making most of these YELLOW dot companies today. Not bad investments, but largely financially driven through share buybacks and dividends. They are not going to deliver 5-10 bagger investment returns.

But what we can do - like the founders of these companies did - is look for what the next great opportunities are, and the companies pursuing them. We can look for innovative companies pursuing large market opportunities, with recurring revenue and established or nearly established moat characteristics. These will be the next great companies that History Channel viewers in 50+ years will be eager to learn about.

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Disclaimer: The content is provided by Alexander Online Properties LLC (AOP LLC) for informational purposes only. The material should not be considered as investment advice or used as the basis ...

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