Originally published on Blossom on March 22th, 2024 Please find retrospective commentary at the end. Know anyone willing to give you stock tips? I am guilty of it as well as most all over the investment social media pastures. It’s easy button stuff, give me a good stock to buy and I’ll just do that. No learning, no research, no problem! And in this market, it really can be that easy as so many grossly undervalued stocks - for decades for unloved small caps that always do great at the end of the cycle - are now routinely recording 52-week highs. The universe of stocks and industries that are realizing this is so broad at this point, it really is like shooting fish in a barrel. So start feeding your family and get those fish! Yes, this series is all about checking in with the conventionalists (What Would Conventionalists Do? WWCD) 😂🤣 and their widely and blindly accepted wisdom have to say about this? They’ll have you eyeing up CD ladders to get 5% on your capital, turtle investing into your broad ETF diluting your returns, or maybe even DCA (dollar cost averaging) into a perpetually dealing stock. Ahhhh! They really do want us to underperform don’t they! Do you think the pros are doing any of these crappy strategies right now? Of course not. Because the secondary stock market is a paper trading world where your profits come at the expense of other’s losses. The point is that Japan, emerging markets, India, oil and gas, commodities, biotech, and small caps have been unloved for 17, 24, 24, 10, 14, 4, and 14 years now, respectively. And after an aggressive rise in stock prices here in 2024, we can count on the conventionalists to swoop in with the ultraconservative kill joy and start recommending that it’s too risky to invest in these anymore. What!??!?!? Do they realize that it’s been 17 YEARS on average that companies in these sectors, categories, and industries since investors put capital into them? All of these years they kept plugging away and turning profit and now a 3 month period in 2024 of love and the Conventionalists are here to raise cash. Don’t believe them. So stock tips? $DXJ , $DXJS , $EDF , $EPI , $INDA , $IBN , $MUFG , $MHVYF , $NRIX , $XBI , $NNBR , $TGB , $NGD , $WRN , $IDR , $MTDR , $RRC , $CVE , $TDW , $GPOR , SWN, $NPWR , $NRGV , $TTI , $DWSN , $PALAF , $NAK , SAND, $TFPM , $EMX , $FPI etc. have been undervalued for a decade(s)..........and now, after 3 months, they are calling overheated. Stay away from this conventionalist wisdom. The ever climbing rise in small cap stocks and categories above will continue until the cycle ends. Read the section “They are telling us so what are you waiting for” to see how you can realize incredible profits in the final meltup phase of this cycle. But it is critical that you read it correctly and exit when the stock and the markets tell you to leave. One way stock tips (conventionalists) are worthless. Notice no one ever comes in and gives you a stock tip to sell? A profitable investment requires a buy and a sell, right? Let’s monitor together for those moments when it comes. But after a 14 year hibernation in small caps and other categories listed above, understand, we are just waking up! Follow me and my portfolio to see how I navigate through this part of the cycle, which comes only 5x in a lifeTIME as a 2-year window of euphoria. Retrospective commentary - September 11th 2026 Let's take some TIME to assess how the unloved sectors identified in KTS #5 have actually performed since then. That'll do much of the talking 😂😆 You will find attached a bar chart titled “Total Return of Previously Unloved Sectors/Subsectors” since March 22nd, 2024. Take your TIME and analyze it. So essentially all of them outperformed the S&P 500 ever since 🏆😎 If you've read the retrospective comments for "KTS #3 - Don't Label Yourself", you know that small caps and commodities are really starting to show outperformance from Liberation Day and Year-to-date. Both graphs for these TIMEframes are attached as well. Same as the first one: take your TIME and analyze them. Okay Beskar, I see it. Almost every unloved sector you pointed us to has had relative outperformance versus the S&P 500!!! Isn't this amazing? This is what happens when you learn how to READ and LISTEN to the markets within the context of the real estate/banking crisis cycle. A total WIN for Beskar Capital… and those who followed. 🏆 India has been the only disappointment. 1 out of 6… still a WIN in our book. And we cut our exposure to India rapidly, which was essentially through $IBN. See attached our exit trade made on August 4th, 2025. Here is the Blossom link: https://www.blossomsocial.com/posts/SOLD-ALL-BUT-1-share-of-ICICI-Bank__POST-1754326532876-KQUo2GhN_qoQV3QbaHcPIAvML What about the stock list given in this post?? We will leave you the pleasure of discovering the performance they individually recorded. Can you see the triple digits in OUTPERFORMANCE for many of these over this TIME. 👍 What's next Beskar? You'll have noticed that we highlighted at the end of this KTS the importance of correctly reading the market and "exit when the stock and the markets tell you to leave." And that "the cycle comes only 5x in a lifeTIME, as a 2-year window of euphoria." This is the key to the knowledge of the cycle. This is the unconventional wisdom of the Beskar Capital approach, which takes into account the most underestimated parameter of all (TIME). There is a Buy AND a Sell. In a euphoric market, the Sell is the hardest part. Are we there yet, Beskar?? What are the signs?? How long will this bull last, Beskar?? This is what the membership gives you access to. This is the Way! 🏄♂️🌊🏄♀️🌊
2,012 views
4 Comments
Rudy Nusta@rnusta · 10h
I'm amazed at how many I am holding or cycling through eventually but I always regret not jumping early on $MHVYF (or it's ADR equivalent $MHVIY with no transaction fee). But the hours spent looking at the fundamentals of that one was great...
Susan @sm0007 · 13h
So the cycle is about every 10-20 years?
See the full comment section 👀Sign up for the full Blossom experience!
