2 'Must-Buy' Turnaround Plays For 2025

Investment Strategy - The investment strategy focuses on high-quality businesses with strong historical bottom-line growth rather than turnarounds [1] - The portfolio targets blue-chip companies with wide moats, competitive advantages, industry-leading market share, and profitability [1] - Companies are selected based on attractive valuations relative to forward growth across US and European markets [1] - Dividend investing is primarily about free cash flow rather than yield chasing [1] Portfolio Composition - The portfolio includes long positions in LVMH and ASML through stock ownership, options, or other derivatives [1] - The strategy aims for strong capital appreciation and aggressive dividend growth [1] Analyst's Role - The analyst leverages their role as a Financial Analyst at a Fortune 500 firm to build a market-beating portfolio [1] - The investment horizon is 30 years until retirement [1]