Almost immediately after I published the original ITGOW article introducing the 14 investment themes on which I would focus while writing articles for the series, I realized that I completely ignored one of the safest themes there is: Sin. With that said, I will soon write an article introducing this theme. Whether we're talking about Altria (formerly Phillip Morris) or Diageo, owner of some of the top alcohol brands in the world, these businesses generate healthy cashflows and operate the kinds of businesses that consumers turn to both when times are good and when times are...well, terrible.
Stay tuned for more.
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