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P Pitch Archive Stock pitches across investing competitions
← Winter 2010

Cintas Corporation

CTAS position long Tweedy, Browne

Thesis

Cintas is part of Tweedy, Browne's portfolio, indicating a belief in its strong business model and growth potential in the uniform supply industry.

Did it work?

worked confidence: high

The long thesis on Cintas — grounded in its strong business model and growth potential in uniform supply — has been decisively validated. Over the ~18 years since the pitch, the stock returned +3804% (roughly 22-23% annualized), an exceptional outcome that far exceeds typical market returns. Such sustained outperformance confirms the quality-growth thesis regardless of any specific stated horizon.