High conviction investment ideas in the winners of tomorrow.
I look for buying opportunities among the highest quality companies, while leaving out the rest.
By combining careful analysis of business quality with a disciplined approach to valuation, my strategy aims to increase both portfolio returns and success rates.
Now, Best of Breed Growth Stocks subscribers can get full access to my exclusive research and model portfolio.
Only the highest quality companies can be considered for the Best of Breed Portfolio.
Not every stock is a growth stock, and not every growth stock is a Best of Breed growth stock.
Best of Breed growth stocks have the following characteristics:
Focusing on valuation alone may lead you to sacrifice on quality. Focusing on quality alone may lead you to buy overpriced stock. The best returns come when you combine undervaluation with high quality - that is the core principle of Best of Breed Growth Stocks.
It isn't easy to beat the market.
Countless investors have tried and failed over the long run.
Your process has to be methodical - the reasoning has to be intentional. To beat the market, you need to be right more often than the market while producing stronger returns. That is why I only invest in Best of Breed Growth Stocks.
My secret is to focus on high conviction investment ideas for winners of tomorrow emphasizing both undervaluation and secular growth.
Ranked Top 1% of all financial analysts.
Unlike many investors who start with valuation (which may lead them to invest in the best horse in a bad sector), I instead focus on the top operators in promising sectors, and only from there search for undervaluation.
My careful approach, deep analysis, and value-based approach keeping an eye on the future are what led me to rank among the Top 1% of all financial analysts.
I invite you to become a member of Best of Breed Growth Stocks and get:
Exclusive access to my highest conviction picks.
My best investment reports published weekly.
Get real-time buy and sell alerts
Real-time analysis of the market - and how you can take advantage of it
Unlimited access to my best in-depth industry reports
24/7 Live chat with other intelligent investors, and yours truly.
The Best of Breed Universe ("The High-Quality Screener") features a filtered watchlist of the highest quality companies in the market.
You don't want to just own a portfolio of stocks that performed well in the past: you want to own stocks that will dominate the future.
Don't miss out on the opportunity to discover the best high-quality, undervalued stocks in the market with Best of Breed Growth Stocks.
Sign up for Best of Breed Growth Stocks on the right and start compounding!
As someone new to investing, reading Julian's reports has shown me how an expert analyzes companies to determine fair value and identify opportunity. With this service you will not only learn about hidden gems to buy in the tech sector, but you will also learn how to make better investment decisions in general. Thank you, Julian!
Julian provides easy-to-understand and in-depth analysis of high-conviction growth picks based on quality, ongoing trends and potential TAM. If you're looking to invest in growth picks but also want to be mindful of their valuations and future runways, Best Of Breed is a great service for you. There is also wide coverage of many interesting companies in the tech and consumer discretionary sectors. Julian is always friendly and approachable and eager to hear about new ideas or opinions, and the community is a welcoming mix of curious investors.
Strongly Recommend
Great analysis and very informative. Julian has great perspective on the market and explains it in a way an expert, or novice investor can understand. Over the years I've used dozens of paid services, and Julian's is by far the best. Only regret is I wish I joined sooner.
Julian Lin, creator of Best Of Breed, is the author that first got me interested in Seeking Alpha's offerings. His style is concise and he covers the risk aspect well in his analyses. His focus on excellent companies at attractive valuations has served me very well in a short time - particularly his 'Conviction Buy' recommendations. The service finds excellent outperformers in multiple sectors (from REITs to Tech). As of December 2020, Best of Breed high conviction picks have significantly outperformed the market since the onset of the pandemic.
I am more than happy to join in, congratulating Julian and her team for a great job this year. Good balance: focus (not too many stocks), follow up (on latest development, risks to moat etc.), here and then new ideas, without hopping from one hyped stock to another, trying to sell the latest story. That inspires confidence , at least for me. I just like your approach. Keep it up!!
Great ideas. Deep analyses. Fine articles and nice writing. 100% - service!
Julian gives great insight of the market especially on REITs. I feel we have the same thoughts when evaluating companies. I like the detail data Julian provides and I'm glad I found him.
One of the best value-for-money services on SA. And I've trialed A LOT (20+) of them. Lucid, palatable analysis of a mix of conventional and contrarian ideas. Julian has a knack of deconstructing complex ideas into their simple components. I always look forward to his posts. Most importantly, Best of Breed has delivered returns far in excess of the subscription fee. What are you waiting for? Pull the trigger.
Julian has given me great ideas. I love his write ups. They are clear in depth and cogent. Worth every penny.
Best of Breed is a fantastic marketplace where one truly gets to learn about the companies being written about. Julian does a great job breaking down companies so that the business itself is understandable and also frames it within context in the industry that it operates in.
The articles are very timely, not only in terms of the initial piece, but also subsequent updates that are needed around quarterly earnings or big news/movements of the company.
Most importantly, Julian does a great job of showing the math and work behind the articles and stays engaged within the comments. Really fostering a sense of ownership of the recommendations and collaboration with his audience.
I highly recommend this service.
I promise you that you will get much more value out this membership than its cost. Julian is a talented analyst with a very strong track record. I am confident that investors will earn alpha-rich returns by investing in the "Best of Breed" companies. I love the strategy and only wish I had joined earlier. Join us for a 2-week free trial and see it for yourself.
You can tell Julian Lin spends all his time researching the best of breed portfolio. His articles are concise, clear, and show analysis I don't see anywhere else. He doesn't just hype up his holdings and always includes counterpoints for his own arguments. He doesn't waste his time with technical analysis nonsense and instead really dives into the business strategies themselves as well as management, which for me are the 2 hardest things to rationalize about a company. Finally, he always responds to questions personally and in a timely fashion. 5/5
Julian runs an excellent service. He is active and always available. His ideas are alpha-rich, and his track record shows it. His analysis is timely, well-researched, and compelling. His investment theses have been very profitable for me on both the long and short side of trades.
This review is for Julian Lin
I used to buy cheap stocks and think I was getting a good deal with high dividend yields but Julian Lin really converted me to buy Best of Breed companies at good prices. Thanks Julian Lin!
As a dividend investor my worst nightmare is a dividend cut and share dilution. I’ve been burned so many times in the past and have determined that this just isn’t the right strategy for me. I’m happy to have found this best of breed strategy which looks like it can lead to more consistent and high returns. Now with a high quality portfolio I feel more in control of my investing future. I can’t recommend this service more!
There's a nice mix of articles on best of breed stocks and articles explaining why many popular stocks are trash.
I've already avoided many bombs from Julian's articles (including Tanger recently)
This service has been worth every penny!
Julian has been great to follow! He constantly posts daily on insights into the market and has the stomach to invest long term for the overall gain rather than the short sighted risky returns. I am confident in Julian's ability as he backs his decisions with logic and numbers rather than speculation. He has provided a wide spectrum of high quality names from all sectors, which has lowered the risk of my portfolio with diversification as well as get into stocks I would not have considered previously. I highly recommend this service for anyone looking to improve the consistency of their returns and peace of mind.
I think I speak for many when I say Julian’s work has saved me countless dollars from unneeded losses - I’ve avoided many value traps from his analysis, many of which were being recommended by other analysts. High Probability Investments really changed my mindset on investing, as before I used to screen for value first but now I screen for quality first. Keep up the great work!
I've always favored quality over value as I am a disciple of Warren Buffett's "GARP" principles
This service has helped me to filter the cream of the crop in quality for both value and superior management.
I’ve already made back the annual price from the “best of breed value” trades - but of course know that I’m in it for the long term and that the most profits will come from the next decade of holding these best of breed stocks
Intelligent and upbeat analysis of tech growth and cannabis stocks. If you are interested in tech or marijuana stocks, you could benefit learning from this service. Chatroom questions are answered quickly. But as the growth selloff occurred, market timing is very important when buying these kinds of stocks.
Speculative investments with high risk of capital loss.
One of many conversations that really put me off of this service, I wanted to share because I don't want inexperienced investors to blindly follow his advice. I've been judicious, but have kept my own spreadsheet where I track how much I would have lost had I listened to all of Julian's calls:
Me: "hey Julian I noticed your price target for UPST went from 300 to 100 - can you share how you calculate your price targets? Curious to understand how the target ended up being cut into a third given they have been growing at the same clip."
Julian: "It is not a price target - it is a "buy under" guide. The potential upside remains very high. But the risk has been elevated until management can fix the near term issues facing the company."
Me: "How do you calculate your “buy unders”?"
Julian: "Lower risk = higher multiple, higher risk = lower multiple. I updated those numbers as the market came down to reflect lower valuations all around. As the market recovers, I'll update the numbers higher."
Reminds me of sell-side analysts. After the market completely collapses, I'll adjust my targets lower. But wait, these aren't targets, they're buy unders. Regardless, there is no price target. There's no valuation model either. That's why he's able to "high conviction" in names like $BARK, $NFLX, $FB, $GAN, $OPEN, etc. all the way to the bottom. Any investor can do well in 2020, 2021. The entire tech market was a bullseye - you just had to make throws. But 2022 requires us to understand macro and sector rotation. And unfortunately, Julian does not. More importantly, he doesn't seem to care to learn anything about market regimes, macro conditions, or hedges.
Julian: "But whether or not an investor uses market regimes in their analysis is subjective right?"
Me: "Hmm market regimes are empirically important"
Julian "I don’t think market regimes are so important - you do"
Julian has begun censoring the several longer term members who are surfacing logical fallacies and lack of transparency that Julian has tried to cover up. He does this by deleting messages in the chatrooms and making specific members read-only.
I hope this review helps other prospective readers make up their own minds.