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Waterboy Stocks

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues106Founded2 years agoLast Issue4 days ago
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Latest Issues

GIS, LULU, WMT, TROW, PYPL, DXLG, TM, SHOE, T, META, VTS, WEN

GIS -- Has paid a dividend for 127 consecutive years. Manufacturer of branded consumer foods: Cheerios, Wheaties, Total, Betty Crocker, Bisquick, Annie’s, Chex, Häagen-Dazs, Old El Paso, Blue Buffalo, Cinnamon Toast Crunch, Progresso, etc....

4 days ago
6
6

NFLX, WEN, DPZ, WHR, TAP, DVA, BBW

DPZ — The largest pizza delivery company in the United States and in the world. 22,322 stores across 90 international markets (99% franchised). #1 in the QSR pizza category with 23.3% market share. Market cap $9.5 billion. EV $14.7 billion....

6 days ago
5
1

CHTR, CMCSA, ADBE, ACI, FDP, ORGN, WU

Five years ago, Charter dominated with a wide moat — often the only fast home internet provider in its markets. In 2016 at the Sohn Conference, Chris Hohn of TCI called it a high-quality business, saying cable had become “a toll road on the...

10 days ago
9
2

VBIL

VBIL — I have some stocks on my list that I think are pretty cheap. However, I’m 100% cash because I believe the stock market is at a dangerous level.

Here is some math on the relative attractiveness of Treasury bills.

If the S&P 500 incr...

13 days ago
9
1

NRP, EXE, FKWL, SIEB, BRID

Natural Resource Partners (NRP) — Founded in 2002 as a master limited partnership (MLP) headquartered in Houston. Diversified natural resource company that owns, manages, and leases 13 million acres of mineral rights across the U.S. (pure r...

14 days ago
11
2

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