A Guide to Inflection Investing

A highly actionable source of investment ideas

This is Part 8 covering my favorite investment themes (an ode to Peter Lynch’s six “story types”).

Today, I’m looking at inflection investments.

Sometimes you have major inflection points where you can anticipate change and I found the best thing that works for me, it may not work for others, is to really pile in with size in those particular trades. — Stan Druckenmiller

Here’s a recap of what we’ve previously covered:

• Part 1 — beaten down shares (my favorite source of idea gen)

• Part 2 — spin-offs (my favorite source for actionable investments)

• Part 3 — post-reorg equities (infrequent but actionable)

• Part 4 — management changes (good ones are uncommon but actionable)

• Part 5 — insider buying (a checklist of what to watch for)

• Part 6 — activist investing (highly actionable source of investments)

• Part 7 — public LBO & deleveraging stories (volatile ideas good for the watchlist)