The Market Just Handed You a Gift
Let me tell you what’s happened so far this year…
If you’d have put $10,000 into the S&P 500 back in January, you’d have $9,250 today.
Some folks see that and panic.

They think they’ve lost money.
They feel like the market just mugged them.
But that’s not how real investors see it.
Not if you understand what wealth really is.
See, when prices fall… that’s when the money is made.
You just don’t realize it yet.
Because great companies - real businesses that mint cash - are now on sale.
And I love sales.
That’s why we’re adding to one of our positions today.
Performance 2025
Let’s take a look at the scorecard.
Even though the S&P is in the red…
Our portfolio is green.
Why?
Because we don’t buy hype.
We buy companies that dominate and send us cash… just for owning them.