Investment Analysis

Since 2016, before commencing accounting operations under the same brand, The Virtuous Cycle has published stock pitches and analysis on Seeking Alpha.

The Virtuous Cycle utilizes a hybrid investing technique through two main strategies: The Prime Portfolio and The Action Portfolio. The flagship portfolio, Prime, favors a quality-based, cash flow compounding technique. Action features a combination of tactical, opportunistic, and venture capital-style approaches to public markets.

I love to connect with readers and fellow market enthusiasts to network and exchange investment ideas. I warmly welcome your contact through SA direct messages, e-mail, or LinkedIn. Good luck and prosperous investing to everyone.

Performance Statistics Of Published Research

Years Active: 2016-Present

Ratio of positive-to-negative returns: 29-to-5 (85.3%).

Average Total Return Per Stock Pitch: 174.8% (performance as of 12/31/2024)

Average Holding Period (i.e. time since publication): 2,779 days (7.6 years)

Average Annualized Return Per Stock Pitch: 14.2% per annum

Stock Pitch Articles

5/16/2016 Casey’s General Stores: Small Towns, Big Business (265% return; 16.2% annualized)

5/27/2016 MercadoLibre - Tech Bubble Time Capsule (1,166% return; 34.3% annualized)

5/31/2016 Texas Roadhouse - The Virtuous Cycle (365% return; 19.6% annualized)

6/20/2016 CVS - The Virtuous Cycle (-37.5% return; -5.4% annualized)

7/7/2016 Pharma Distributors - When Bad News Is Good News

Three Featured Stocks:

  • McKesson (MCK) (220% return; 14.7% annualized)

  • AmerisourceBergen / Cencora (COR) (216% return; 14.5% annualized)

  • Cardinal Health (CAH) (93% return; 8.1% annualized)

8/2/2016 CarMax - Good, Honest Business (47% return; 4.7% annualized)

8/29/2016 Dollar General - Small Towns, Big Business (9% return; 1.0% annualized)

9/6/2016 Priceline - The Virtuous Cycle (now known as Booking.com) (250% return; 16.2% annualized)

9/26/2016 Pockets Of Value In An Aging Bull Market

Four Featured Stocks:

  • Williams-Sonoma (WSM) (817% return; 30.7% annualized)

  • Cardinal Health (CAH) (100% return; 8.7% annualized)

  • Gilead Sciences (GILD) (56% return; 5.5% annualized)

  • Walt Disney Co. (DIS) (29% return; 3.1% annualized)

10/4/2016 CVS - PBM Scrutiny Overhangs Industry (-33% return; -4.7% annualized)

10/17/2016 Finding Value In An Overpriced Market

Three Featured Stocks:

  • Jones Lang LaSalle (JLL) (156% return; 12.1% annualized)

  • Kroger (KR) (136% return; 11.1% annualized)

  • General Motors (GM) (101% return; 8.9% annualized)

11/20/2016 Facebook: Doubt, Fear, and Uncertainty (383%; 21.4% annualized)

1/17/2017 Amerco - Moving Higher (now known as U-Haul Holding Co.) (93% return; 8.6% annualized)

3/30/2017 QuintilesIMS - Serving The Biotech Gold Rush (146% return; 12.3% annualized)

7/20/2017 Visa - Ready For Prime? (240% return; 17.8% annualized)

8/31/2017 Visa vs. Blockchain (222% return; 17.2% annualized)

9/5/2017 Baozun - A High Risk Bet Worth Taking (-91% return; -27.8% annualized)

10/2/2017 Match Group - Market Leader Of World’s Most Enduring Industry (45% return; 5.2% annualized)

11/2/2017 Grupo Aeroportuario del Pacifico - Monopoly Business Taking Off Amid Secular Growth Tailwinds (147% return; 13.4% annualized)

11/7/2017 Brookfield - Excellence Stays Excellent (177% return; 15.3% annualized)

1/2/2018 Roper Technologies: Capital Allocation Master Class (108% return; 11.0% annualized)

1/22/2018 Brookfield Infrastructure Partners - Tollbooth On World Commerce (65% return; 7.4% annualized)

2/21/2018 Facebook - Embracing Uncertainty (230% return; 19.0% annualized)

5/7/2018 JD.com: The Best Or Nothing (-4% return; -0.6% annualized)

10/10/2018 Brookfield Asset Management - Harvest Season (170% return; 17.3% annualized)

6/21/2021 Fiserv: Excellence Stays Excellent (89% return; 19.8% annualized)

9/27/2021 Global Payments - Unfazed By BNPL And Disruptive Fintech (-29% return; -10.1% annualized)

Note 1: All Returns are calculated from the adjusted closing price on the date of publication (or first trading day thereafter) and the unadjusted closing price as of 12/31/2024. I intend to update the returns data on an annual basis.

Note 2: Publications without a bullish stance on a featured stock are excluded from the list above. Additional content without a bullish stock pitch can be located in the full list on my Seeking Alpha analyst profile.