Presenting one of the best trade since 2008: long inactivity !

Profile photo of Loïc Schmid

So basically if you had bought Domino’s Pizza (US Pizza and junk food delivery) and Netflix (online video/film/TV series streaming) shares during the financial crisis, you would be very wealthy today !

Domino’s Pizza stock is up +7600% since the end of 2008 and Netflix is up 4318%. Chart here above !

Conclusions

  • People still and will continue to eat pizzas, bbq chicken wings and burgers in front of nerve-racking TV Series
  • Short organic food companies ? Only a few of us eat carrots and quinoa salads   🙂
  • Mea culpa for missing this trade – these stocks seem to be a bit expensive now … (like most US stocks by the way)  – I might buy a few puts soon… Domino’s Price / Ebitda is 18.35x …
  • These two annoying charts make you think about investing … KEEP IT SIMPLE

Safe investing,

Loïc Schmid
long-short.ch

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