| Dear Prosperity Insider,
Warren Buffett once said:
“If you’re going to cross the Atlantic Ocean, you’d rather do it on the Queen Mary than in a rowboat.”
That quote has stuck with me for years — not because it’s clever, but because it’s true.
When the markets are calm, even a rowboat looks like it can get you from point A to point B. And sure, during bull markets or when interest rates are near zero, everything floats.
But here’s the thing: markets don’t stay calm forever.
Inflation creeps in… interest rates rise… a headline somewhere sends Wall Street into a panic. And suddenly, you realize you’re not in a ship — you’re in a leaky rowboat with no paddle.
That’s when investors get hurt.
So, when I built the Alpha-4 strategy, I knew exactly what kind of companies I wanted in our portfolio: companies built like the Queen Mary.  Source: Queenmary.com The RMS Queen Mary was the largest ship in the world when she was launched in 1934. Not fast fliers. Not momentum chasers. Not speculative fads.
I wanted businesses with size, strength, and staying power. Businesses with fortress balance sheets, consistent cash flow, world-class leadership, and competitive advantages that don’t fade with the tide.
Let me show you what that looks like.
One of our core holdings in the American Prosperity Report is a global tech titan. It’s the leader in online search, mobile operating systems, and digital advertising.
You use its products every day — even if you don’t realize it.
But this company isn’t resting on its laurels. Just last week, it made its biggest acquisition ever — paying $32 billion in cash to buy an Israeli cybersecurity leader.
Why? Because protecting its cloud business is critical — and it knows the future will be won by those who take security seriously.
That’s the kind of bold, strategic move we love to see.
The second company?
It’s the most iconic athletic brand on the planet. Its logo is recognized from Manhattan to Mumbai.
And while it’s been knocked around a bit recently, make no mistake — it still controls over 40% of the U.S. athletic footwear market.
Management made some missteps, but they’ve course-corrected.
With a seasoned veteran now running the show, they’re rebuilding the business brick by brick.
Is the turnaround complete? Not yet. But that’s just fine by us.
Because we’re not investing in what a company did last quarter … we’re investing in what it can become over the next five to ten years.
That’s what Alpha-4 Approach is all about.
We focus on quality. We stay patient. We let time — and great businesses — do the heavy lifting.
Because at the end of the day, investing isn’t about timing the storm. It’s about picking the right ship.
Bottom line: Stick with businesses that are seaworthy. That’s how we sleep well at night. And that’s how we build wealth over time.
If you’ve ever been to The Queen Mary in Long Beach, California — I’d really like to hear from you. I’ve been reading about the tour, and it sounds fascinating.
But before I make the trip, I want to know — is it really worth it?
Let me know at Insider@ProsperityResearch.com. I trust your judgment.
Regards, 
Charles Mizrahi
Founder, Alpha Investor
|
Post a Comment
Post a Comment