Where To Find Outperformance In 2026

Core Insights - The focus is on businesses with strong cash generation, ideally with a wide moat and significant durability, which can yield high rewards when bought at the right time [1] Group 1: Market Outlook - The broad market outlook for 2026 suggests a good chance of solid, though not outstanding, returns [1] Group 2: Analyst Background - Jonathan Weber, an engineer by training, has been active in the stock market and as a freelance analyst since 2014, primarily focusing on value and income stocks while occasionally covering growth [1] - He is a contributing author for Cash Flow Club, which emphasizes company cash flows and access to capital [1] Group 3: Cash Flow Club Features - Core features of Cash Flow Club include access to a leader's personal income portfolio targeting yields of 6% or more, community chat, a "Best Opportunities" List, and coverage of sectors such as energy midstream, commercial mREITs, BDCs, and shipping [1]