After weeks of exhaustive research uncovering the industries and companies that are in the most trouble right here, right now, I’m proud to release my latest investment book.
I’ve laid out the case for 12 different companies and different business models that are geared for a reality that has already passed us by. These are brand new names that myself and my crack team have done a thorough top-down analysis on, and I haven’t shared any of them yet with my readers. Each of these stocks generates revenues and profits by engaging in activities that I essentially consider to be run-off operations. The managements of each of these stocks are unwilling (or unable) to realize just how at risk they are, and I’ve selected companies that are highly unlikely to pivot into a new direction. This isn’t a book about some syllogism like “If the Euro breaks up, then…..”,. This is about huge long term secular trends and companies that are dead in the water. And it just happens that there’s a nice macro crisis that should catalyze their demise.
Most investors, especially retail ones are hugely levered to the long side. And I’m not just talking about your stock or bond portfolio. If you own a house, have a job, have income producing property or anything that does better when the economy is booming, then you are naturally extra long. To balance that out I’ve picked companies that will give you long-term exposure to not only their own flailing prospects but ones that should show some nice returns if the larger market falters. The shifts in thinking and reality that underpin my choice of these stocks are along some of the same lines I’ve been talking about for years, themes that have helped my readers hit plenty of doubles & singles and even some homeruns. I’m talking about the Cloud Revolution, the App Revolution and the upheaval in the financial world; these are all huge negatives for our dozen picks aka positives for us. So right now, in this moment of calm before the storm, it’s a great time to read up and add some exposure to the short side of businesses that can’t possibly survive in the Brave New World.
I wrote this book to help you avoid industries and businesses that have seen the world pass them by, and to make money by getting short uninformed optimism.
Don’t get me wrong, I’m a fundamentally optimistic guy, and I think a lot of really great things are happening in the U.S. economy, but there are signs that any error or mini flash crash or hummingbird flapping its wings could send the stock market into another tailspin. When I hear money managers starting to believe central bankers, I get worried. Really smart people are significantly under pricing just how quickly credit can dry up. And that when banks stop trusting each other, as the commercial paper market is coyly winking they might be, stuff gets ugly really quickly.
And that’s why I wrote this book, because when the you-know-what hits the fan, it will be the inherently flawed companies that go down. You can beat em’ and you don’t have to join em’, by getting short the The Dirty Dozen. Lets profit on a big downdraft, not be paralyzed by it.
Get The Dirty Dozen: 12 Stocks with Fundamentally Broken Business Models now for $79 by clicking on the “Buy Now” button.