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Opportunity hides behind the headlines
2 billion dollars.
This is how much money Taylor Swift brought in during her Eras Tour. It is estimated that she personally made between $600 million and $1 billion.
There are few fan bases as passionate as Taylor Swift’s.
So, when she recently married Travis Kelce at Madison Square Garden in New York, you shouldn’t be surprised that someone found a way to make money from the event.
What may surprise you is how.
One artist used this event as an opportunity to sell…trash.
literally.
After the wedding, New York artist Justin Gignac walked the streets outside Madison Square Garden collecting discarded coffee cups, cigarette butts, candy wrappers, and even his only AirPod.
He sealed the trash cans into little plastic cubes, labeled them “JUST & T MARRIED,” priced them at $25 each…and sold every one of them.
Gignac looked at the same streets of New York as everyone else—but he saw an opportunity everyone was missing.
This same trait can be used to describe the best investors.
They look at the same world as everyone else, but they see opportunities that others miss. They can filter out a lot of the noise we encounter every day and identify money-making opportunities.
That’s what I’ve always appreciated about Luke Lango’s approach to investing.
He’s not simply trying to buy companies that everyone is already excited about – and that everyone is already seeing.
It attempts to identify second- and third-order opportunities arising from trends that everyone is observing.
Winners are not seen by others
Just as everyone knows where Taylor Swift’s wedding is, every investor has access to the same headlines.
All investors have access to the same earnings reports and economic data.
The difference is not in what they look at, but in what they see.
Instead of going after the companies that are already dominating the headlines, Locke often asks a different question:
“Who is quietly benefiting from the trend everyone is talking about?”
Earlier this year, for example, while most investors were focusing on the AI companies themselves, Locke recommended… Homet Aerospace (Wm).
On the surface, this isn’t the kind of stock that generates a lot of excitement, but Locke saw something that many investors overlooked. Luke described what he was seeing when he recommended the stock Innovation investor Subscribers.
AI infrastructure communication comes through two channels. Firstly, The thermal management and precision manufacturing expertise Howmet has gained over decades in aerospace applications is directly transferable to the data center cooling challenge.. Powering 600W+ per chip, GPU AI clusters create thermal environments that increasingly resemble heat management problems inside a gas turbine. Howmet’s advanced capabilities in aluminum alloy casting and precision thermal management components are finding new markets in building high-performance computing infrastructure.
Second, and more immediately important: Howmet is a major beneficiary of the boom in commercial aviation and defense spending that is coinciding with the post-war investment environment. Airlines are ordering new planes at a record pace — with Boeing and Airbus’ backlog extending a decade into the future. Each next-generation aircraft engine requires precision-cast Howmet turbine blades, which are produced through a proprietary directional hardening process that creates single-crystalline components with no grain boundaries to propagate cracks under extreme pressure.
Since Locke recommended the company on April 8, shares have risen about 15%.
It’s not what you look at, it’s what you see
Everyone knows that data centers have been driving market returns. Everyone looks at the obvious companies that have risen in this trend.
No stock rose like Howmet because suddenly everyone was talking about it.
Luke saw the same headlines as everyone else, but he discovered value they didn’t know, and attracted subscribers.
Locke thinks a lot of investors are making a mistake today by rushing into stocks that everyone is already talking about.
Everyone is watching Elon Musk and talking about SpaceX.
Everyone is speculating about artificial intelligence.
But according to Luke, the biggest investment opportunity may not be the companies grabbing all the headlines.
While Wall Street focuses on the obvious stories, he believes the biggest opportunity may be hiding just beneath the surface in companies that are quietly positioned to benefit from one of the biggest changes to the financial system in decades.
Money making opportunities can come from places that many investors cannot see.
The trick is not just what you look at, but what you see that others might miss.
Luke’s approach has always helped his subscribers access those equity.
Enjoy your weekend,
Luis Hernandez
Editor-in-Chief, InvestorPlace
