Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of FKBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of FKBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Falling Knives
Unthreaded | Threaded | Whole Thread (2) |
Author: rnam ✭☼  😊 😞
Number: of 1198 
Subject: Boring is better
Date: 08/27/25 10:57 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 13
“The bottom line is that fancy tech stocks are getting so much attention, and investors spend a disproportionate amount of time discussing their growth strategies and new products,” wrote Sløk in a research note Sunday. “But numerous other stocks and investment strategies can deliver better and more stable returns with fewer sleepless nights. Many people enjoy the adrenaline rush that comes with investing in the latest shiny toy, but for investors looking for steady and stable returns, boring is often a better strategy than fancy.”

His first example is a matchup between Tractor Supply and Apple. The former has outperformed the latter since 2001, particularly in the past five years: Tractor Supply has well more than doubled, compared with Apple’s 83% gain.

Next up is Domino’s Pizza versus Alphabet, the parent of Google. Starting in 2007, Domino’s has been the outperformer.

Likewise, pitting Old Dominion Freight Line against Amazon shows Old Dominion as the better play, with a gain of roughly 56% rise over the past five years. Amazon is up by just over one-third in that period.

stocks.apple.com: Boring Is Better Than Amazon, Apple, and Alphabet. These 3 Stocks Prove It.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to rnam here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 1,188 posts about Falling Knives. The article-length ones it recommended most:
FKA: DG · 25 recs · 2023
MTD – A Masterclass in Un-Swiss Capital Allocation · 17 recs · 2026
Alpha Metallurgical Resources (AMR) · 15 recs · 2026
ORCL, PSKY, oh my · 15 recs · 2026
Coloplast (CLPBY) · 12 recs · 2026
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Falling Knives FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of FK | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community