The 4th Pillar: December 2022

The 4th Pillar

Get this resource as a pdfPrint/Save PDF Now

In this resource we've covered...

In this issue we’ll cover:

  • An industry of great variety, depth and nuance – that’s one of the most important parts of the global economy, and importantly for us as investors, provides the opportunity for excellent investment returns;
  • A bit of history about the industry, and its three sub sectors;
  • What drives these markets, and a 5-step checklist to assess investment prospects within the industry;
  • Seven companies to keep on your radar, as preparation to buy later, when sentiment turns even more sour and we can potentially pick up bargains;

And, as for legacy 4th Pillar positions, starting this month, you’ll see less company updates, as we’ll only report on quarterly, semi-annual or annual financial results or when special circumstances arise.

“We must free ourselves of the hope that the sea will ever rest. We must learn to sail in high winds.” Aristotle Onassis One of my all time favourite literary characters is Robert Fairchild, hero of The Shipping Man trilogy authored by Matthew McCleery.  We are introduced to Robert, a New York based hedge fund manager,…

- Members Only Content -
You need to be a member of The 4th Pillar to access this content.

Neither this document, nor any content presented by our organization, is intended to provide personal tax or financial advice. This information is intended to be used and must be used for information purposes only. We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment. The information contained in this report is based on our own research, opinions, as well as representations made by company management. We believe the information presented in this report to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future. It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (SchiffSovereign.com) or related sites, nor any content in this email, report, or related content, constitutes, nor should be understood as constituting, a recommendation to enter into any securities transactions or to engage in any of the investment strategies presented here, nor an offer of securities. Schiff Sovereign employees, officers, and directors may participate in any investment described in this content when legally permissible, and do so on the same investment terms as subscribers. Schiff Sovereign employees, officers, and directors receive NO fundraising commissions from companies who appear in this report.