Lynch Consumer GARP: Everyday Moats & Compounders

As the market cools on speculative semiconductor and AI beta, capital naturally rotates back to businesses regular consumers touch every day with durable pricing power, high returns on capital, and reasonable valuations (PEG near or below 1.5). These stalwarts and fast growers possess clear, understandable moats—from booking getaways to pet care, home improvement, and everyday off-price shopping—where steady earnings compounding outpaces multiple compression. By focusing on consumer franchises with robust balance sheets and double-digit earnings growth runways, we capture resilient compounding without overpaying for hype. Launch basket (equal weight): BKNG, TJX, UBER, AZO, NKE, SHOP, DPZ, ULTA Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.