🚫 It's not you, it's me
This is ççnot for you
Welcome to the 10th edition of my exclusive Tiny Titans behind-the-scenes newsletter.
Last week, you got a sneak peak in how we will build Our Portfolio.
Today, I’ll explain why Tiny Titans might 🚫 NOT 🚫 be for you as well as what I consider 'The perfect business'.
Make sure you don't miss it. Put the launch of Tiny Titans (16 September) in your calendar here.Since the initial announcement of Tiny Titans, 8,503 investors joined the waiting list.
Honestly, it makes me a bit nervous.
I would have preferred a smaller waiting list.
As there are only a few spots available, not everyone will be able to join.
I’d be lying if I said I didn’t want this to be a success.
I’ve been working ridiculously hard on this over the past 7 months.
I believe Tiny Titans will be the best investment newsletter you’ve ever read.
And I am not the only one working hard on this.
Here’s a picture of the team:
The spots available are minimal.
Tiny Titans might not be the right decision for you:
❌ It’s not for you if you want every idea to work
❌ It’s not for you if you have small amounts to invest
❌ It’s not for you if you can’t stand some stocks declining by over 30%
Tiny Titans is for people who want to:
✅ Use a simple system that has proven to work
✅ Want to outperform the market in the long term
✅ Invest in small companies with tremendous upside potential
The system has proven its success in the past.
On average, a company within Our Tiny Titans Watchlist has doubled every 4.3 years.
The average annual return of companies in the watchlist has been 16.8% per year!
Here’s a comparison between the watchlist and the S&P 500:
Our watchlist companies are higher quality and cheaper than the S&P 500 based on the PEG ratio.
If you own better companies that aren’t more expensive, I think it makes complete sense that you’ll outperform the market.
The Perfect Business
If you ask me, the perfect business has the following characteristics:
The Founder is still the CEO
It has a lot of recurring revenue
It has more cash than debt
The company is very profitable
They can reinvest almost everything in organic growth
It’s how Compounding Machines are created.
It’s how Constellation Software managed to increase by +36.564% since 2006.
Another great Tiny Titan I found a few years ago? Kelly Partners Group.
When I first found out about Kelly Partners Group, I just couldn’t sleep.
Everything looked so good.
What am I missing here? I asked myself.
I kept looking and looking and looking and couldn’t find anything.
It got me so excited.
It’s like what George Soros said about using his animal instincts.
When he suffers from severe back pain, he knows something is going on in the market.
And when he can’t sleep because he gets so excited about an idea, he knows he is on the right track.
I experienced the same thing with Kelly Partners Group.
Kelly Partners Group is the largest position in Our Portfolio.
The stock has almost tripled since we bought it in late 2023.
Today’s Action Item
Last week, I asked you what the most important feature of Tiny Titans would be for you.
Here are the results:
I can already tell you that 7 Company Deep Dives have been written now.
They will roll out once Tiny Titans launches.
Here’s this week’s question:
I truly hope that I can welcome you on the other side soon.
Talk to you next week!
Small Companies. High Quality. Big Potential.
Pieter
P.S. Tiny Titans will launch on the 16th of September. Don’t forget to put it in your calendar here.
P.P.S. Are you already sure that you will join? Leave your email here and receive the ‘open-the-doors’ email 1 hour in advance on the 16th of September.
Although i am not active a lot lately, but for sure waitng actually for this to happen. And frankly speaking i see more potential in this approach combined with a bit more risk taking. It gets my adreline running faster))) see you all in Sept. I am all in for the fun at least.... and to learn. This is half of life's compounding effect.
theon international