Good morning, investors. Every year, one S&P 500 stock beats the other 499.
So I went back to 2000 and studied every #1 stock to see what the biggest winners had in common.
Here is the framework I now use ↓
Hall Of Fame
Investors ultimately want to know one thing.
What to buy.
So I went back through 26 years of market data and built a simple framework around something I've used for years.
I call it:
Consensus → Reality → Inflection → Recognition
The idea is simple.
The sweet spot is after the business starts changing, but before the market fully understands how much it has changed.
Here are five things I look for:
Side note: This might be my most valuable article so far.