Henry Schein, Inc.
HSIC
position
long
Tweedy, Browne
Thesis
Henry Schein is considered a recession-resistant business and was bought by Tweedy, Browne, reflecting confidence in its stability and growth potential even in challenging economic conditions.
Did it work?
worked
confidence: high
The long thesis on Henry Schein has played out successfully, with a remarkable price increase of 427.0% over 214 months. The assertion of its recession-resistant nature and the backing from Tweedy, Browne have been validated by the significant appreciation in stock price, indicating strong stability and growth potential as anticipated.
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