An investor's tribute to Anthony Bourdain

Anthony Bourdain passed away on Friday! He was an inspiration ... 

As I sat down to write Stock Card Weekly, my mind kept circling back to him and his work. His bad-boy attitude towards the culinary world, depicted in his famous 1999 New Yorker article, and the slew of food and travel stories he produced and shared with people around the world through his 'Parts Unknown' show and many other programs, have had a long-lasting impression on me. He was a chef and a foodie, but to me, travel and storytelling are the embodiment of who he was, and I cannot find any other better way to pay my tribute to him than getting investment inspiration by his work. It is a romantic way of looking at investing, I realize. But, when you get inspired by the world around you to pick good investments, it is a lot more enjoyable and meaningful. 

To pay tribute to Anthony Bourdain and celebrate his work and life, let's dedicate this week's newsletter to him in the way we know the best: Investing in a few companies that embody his vision and are also worthy of a spot in our portfolio:

Source: PEOPLE.com

Travel (Camping World, Ticker: CWH)

If Airbnb was a public company, we would have invested in it already. Their motto of belonging to any destination near or far embodies Anthony Bourdain's way of living. But sadly, for us, the public market investors, we still have to wait for Airbnb. While we wait, let's take a look at Camping World. Anthony was an advocate of traveling as a means to experience the world. While there are many travel companies to choose from, traveling by means of camping is a trend on the rise through which people, especially younger people, are experiencing the world. A well-managed company that is now available in an undervalued price range; what's not to like?

Storytelling (Walt Disney, Ticker: DIS)

In the business of storytelling, no one comes close to Disney. Time and time again, Walt Disney studios take the kid in all of us to lands far far away. While the stock hasn't been performing as per our liking in the past few years, the recently launched sports streaming services is a step towards the right direction. Walt Disney is a well-managed company, operating in a growing market, worth owning by those of us that have the patience to buy and hold.

This is our way of celebrating the work and life of Anthony Bourdain, the man who inspired us to travel and tell stories. Thank you, Tony Bourdain! You were epic, and you will be missed!

As always, Stock Card Premium members received their exclusive investment pick of the week on Wednesday. It was again inspired by our daily lives. This time the inspiration came from a billboard in Silicon Valley that reads: "Invest in your people, not crypto." Join the premium members to experience the world through the lens of investing. JOIN US!