My 'Best Buys Now' Have Beaten the S&P by 29.74% Per Pick Since 2022

Here’s what I’m buying this month (and why).

Hi Multis

It’s the 15th of the month, and you know what that means: Best Buys Now time.
Unless the 15th falls on a weekend, this is the day you get my highest-conviction ideas based on quality and long-term value.

I started publishing Best Buys Now in May 2022, and from then until May 2025, so a period of three years, the picks have outperformed the S&P 500 by almost 30% on average per pick. That’s measured at the moment of writing, on September 15. It beats the Nasdaq by more than 16%.

So, you’re probably curious to know what this month’s five Best Buys are.
Before we dive in, let me repeat something important:

These are not short-term trades.
They’re long-term holds, companies I believe in for years, not months.

Quality is always the first filter.
Valuation is the second.
I look for fantastic businesses trading at prices that make sense today, with a long runway ahead.

Let’s get into it.

Here are the five Best Buys Now!

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