The Simple Stock Playbook Buy The 1s

This report outlines a strategy to capitalize on market dislocations by purchasing #1 market-share companies that are currently undervalued due to negative consumer sentiment.

Key Takeaways

• 1.Market dislocation in consumer discretionary stocks driven by sentiment rather than cash flow durability creates buying opportunities in #1 market position companies.

Table of Contents

• RICKY BOBBY WEEKLY ... YETI Makes Marketing Pay for Itself
• The Simple Stock Playbook: Buy the #1s
• Get 1st Place Businesses at NOT 1st Place Prices
• The Call
• The List of #1s
• Brunswick Corp.
• Callaway Golf Company
• Life Time Group Holdings
• Nike, Inc.
• Ollie's Bargain Outlet Holdings, Inc.
• OneSpaWorld Holdings Ltd.
• Planet Fitness, Inc.
• Savers Value Village, Inc.
• SharkNinja, Inc.
• Signet Jewelers Ltd.
• TKO Group Holdings, Inc.
• YETI Holdings, Inc.

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