The Seven Deadly Sins
Marlon Primous@marlon
+0.9%
since Oct 8
The idea
I believe AI is eroding trust while opening fast new paths to wealth, and that over the next decade money and attention will keep flowing to companies that feed the seven deadly sins. The basket is built around one steadier anchor per sin, like Amazon, Meta, Lilly, AbbVie and Netflix, with smaller positions in faster movers like Robinhood, Palantir, Hims & Hers and Roblox. Bitcoin and Dogecoin sit small within greed given their swings, and a modest cash reserve helps absorb that volatility while I hold this for years.
What it owns
- Outrage drives engagement on social platforms and influences government spending on defense and AI capabilities. · Meta PlatformsEngagement on its social feeds is driven by outrage and comparison, which keeps advertisers paying for user attention., RedditHeated arguments on the platform drive daily engagement and keep users coming back repeatedly., Lockheed MartinHigher tensions between Western nations drive increased defense spending for weapons and military systems it manufactures., RTXIt supplies missiles, air defense systems and jet engines that governments restock during periods of heightened conflict., Palantir TechnologiesIts AI software helps militaries and governments make decisions and identify targets during hostile periods.19%
- New wealth and the desire for rapid gains fuel spending on trading platforms, betting, speculative assets and impulse shopping. · BitcoinIt is the largest speculative asset attracting new money seeking rapid wealth accumulation., Amazon.comOne-click shopping removes friction from impulse purchases and satisfies immediate wants rather than needs., Robinhood MarketsIt gamifies stock, options and crypto trading to make chasing fast money feel entertaining to regular people., DraftKingsIt converts every sporting event into a money-making opportunity that appeals to the desire for quick wins., DogecoinIt is meme-based digital currency driven by hope of quick gains rather than underlying fundamentals.19%
- Consumers seek convenient shortcuts to their food desires and weight management through delivery and pharmaceutical solutions. · Eli LillyIt produces GLP-1 weight-loss drugs that let people eat what they want without changing their habits., DoorDashIt brings food to the couch, combining convenient eating with minimal physical effort., Novo NordiskIt produces Wegovy and Ozempic, competing with Lilly for share of the weight-loss drug market., Hims & Hers HealthIt provides the easiest path to weight-loss treatment through a mobile app without requiring in-person clinic visits.17%
- Free time flows into entertainment platforms and games that demand minimal effort or engagement from users. · NetflixIt is the default evening entertainment for users who want to relax and do nothing else., Take-Two InteractiveGrand Theft Auto is a massive time sink that keeps players engaged and spending over long periods., RobloxIt is an endless game world that absorbs hours from young players who keep returning daily.14%
- Status-conscious buyers purchase visible luxury goods to signal wealth and keep pace with their peers. · FerrariLimited production keeps the brand exclusive and lets it raise prices while maintaining long waiting lists for buyers., Ralph LaurenIt sells the aesthetic of inherited wealth to buyers who want to signal affluence to others., TapestryIts Coach brand sells entry-level luxury bags to buyers keeping up with peers and signaling status., Estée LauderPremium beauty products in prestigious packaging appeal to buyers wanting to signal success and refinement.13%
- Consumers spend on cosmetic treatments and procedures to enhance their appearance and self-image. · AbbVieBotox is the dominant brand in cosmetic injectables that help people look the way they want to be seen., EvolusIt sells a lower-cost alternative to Botox aimed at younger patients entering the cosmetic treatment market., InModeIt manufactures devices used in cosmetic clinics for skin tightening and body contouring procedures.8%
- Dating platforms convert romantic and physical desire into recurring subscription revenue streams. · GrindrIt is a dating and hookup platform that converts connection and attraction into paid subscriptions., Match GroupDating apps like Tinder and Hinge sell the possibility of the next romantic or physical connection as a subscription service.4%
- Cash7%