Today's Letter

• Sentiment is getting greedy

• Bitcoin sentiment is trending bearish

• Forbes 30 under 30 strikes again

This company has reimagined fencing (yep, fencing)

There are sexy businesses, and there are unsexy businesses.

Snap, Peloton, and WeWork are sexy. They all have buzz and panache.

But you know what else these companies have in common? None of them are profitable!

Here at Swaggy, we like to find under-the-radar companies you wouldn't normally think about. And we found one in Perimtec.

Perimtec designs and installs modern fences. That's it. They sell direct-to-consumer across the US. That's what they do.

​And you know what? They're making real money. Check this out:

• Annual run rate of $3.1 million

• LTV to CAC ratio of 4.1

• Raising at a valuation of $7.1 million (that's low!)

Fencing is becoming a more important part of home design. (Heck, I installed a new backyard fence for exactly this reason)

Perimtec is making an unsexy business as sexy as possible.

Consider investing in these guys.

Short on time?

​Click here, and we'll send you more information about this opportunity.

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🧠 Stock ideas

In honor of Black Friday, let's take a look at America's biggest retailers.

Analysis provided by public.com.

Walmart ($WMT)

Bull Case:

1. Market Dominance: Walmart is a retail behemoth with a massive global presence. Its economies of scale allow for competitive pricing, drawing in a vast customer base.

2. E-Commerce Growth: Walmart has been aggressively expanding its online presence, competing directly with the likes of Amazon. Its omnichannel approach (integrating online and offline shopping experiences) could be a major growth driver.

3. Diverse Product Range: Walmart's wide range of products, from groceries to electronics, makes it a one-stop shop, which can be particularly appealing in times of economic uncertainty.

Bear Case:

1. Competitive Pressure: The retail space, particularly online, is fiercely competitive. Walmart faces challenges from e-commerce giants and niche retailers alike.

2. Low Profit Margins: Operating in the discount retail segment means Walmart's profit margins are inherently thin, making profitability highly sensitive to cost fluctuations.

3. Global Economic Sensitivity: As a global retailer, Walmart is vulnerable to international market disruptions, currency fluctuations, and geopolitical tensions.

​Full analysis

Something special for everyone who wants to invest locally.

You don’t have to put 100% of your portfolio into meme stocks.

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You can do that with Honeycomb Credit.

Honeycomb Credit gives business owners the funding they need to keep growing and everyone the chance to invest in local businesses they love.

​Check out a few of my favorite current opportunities.

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Which one of you was this?

📈 Trends you need to know

Brought to you by our friends at Glimpse, my favorite way to spot trends.

Thanks to the board at OpenAI for reminding us that platform risk is a thing.

Notes

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