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WD-40 operates an asset-light business model with high revenue and EBIT per employee, allowing it to maintain strong profit margins and manage costs effectively. The company has a solid dividend payou

Coca-Cola is one of the greatest businesses in the world, epitomizing sustainable competitive advantage. The stock was trading in the low $40s during late 2008 and early 2009, presenting a considerabl

Oracle is an excellent business that is currently out of favor with the market. The company has evolved its revenue model to include a significant recurring revenue stream from Update & Support fees,

Owens-Illinois is the largest maker of glass bottles in the world, with a strong market position and stable demand for glass packaging. The company has a solid EBITDA margin and pricing power, making

I appreciate Danone's entrepreneurial approach in the yogurt category, but it has generally been more expensive than Nestle. The company's future seems more dependent on its CEO's personality compared

If Mars were publicly traded, it would be an interesting investment due to its diverse businesses in pet food and confectionery. However, the company has not been as well run recently, which raises co

While I am intrigued by Pepsi, I have avoided owning it due to concerns about the carbonated drinks industry's challenges with sugary products. However, a potential spin-off of Frito-Lay could present

Kraft has valuable products like Chrystal Light, but faces significant pressure on its core businesses due to private label competition. The company is attempting to expand offshore and diversify its

Charlie Munger expressed discomfort with owning Freddie Mac due to concerns about management's integrity and the company's shift towards accumulating mortgages instead of securitizing them. He believe

E.W. Scripps has a history of investing in long-term growth opportunities, such as the development of Scripps Network Interactive, which has proven successful despite initial losses. The company's man

Brown-Forman is a family-controlled company with a strong core business that has been undervalued due to misconceptions about its whiskey business. The company has successfully expanded its internatio

Tom Russo believes that Martin Marietta has a strong business model that has been affected by the post-2008 economic environment, particularly in infrastructure and construction. Despite current chall

Nestlé has substantial growth opportunities in emerging markets where it currently has limited presence. The company's historical performance shows strong returns, and it can continue to grow by inves

MasterCard is a preferred investment due to its lower valuation at 12x forward earnings compared to its growth potential. The company has significant international exposure and a new CEO with a strong

The interview discusses the flawed business model of the for-profit education sector, suggesting that high student debt levels and poor job outcomes will lead to increased defaults and a breakdown of

Unilever is highlighted for its ability to operate in a socially responsible manner while also reducing costs, which can enhance efficiency and profitability. The company's commitment to sustainabilit

Nestlé represents a great opportunity for patient investors due to its ability to reinvest in markets like Africa, which may not provide immediate returns but have significant long-term potential. The

I was particularly focused on Integrated Resources which was playing unbelievable accounting games and financing itself with junk debt issued at 14%. The company was overpaying for office buildings an

I recommended a short position in Baldwin-United at $24 based on language in the 10-K and 10-Qs, uneconomic annuities, leverage issues and a host of other concerns. The stock promptly doubled on me, b

H&R Block is an attractive investment trading at 11x earnings with an 11% free cash flow yield. Misunderstandings about its core business and excessive fears regarding liabilities from a discontinued

The common stock of Legg Mason offers a compelling long opportunity as the market is discounting the past more than the future. With significant tax credits valued at $6.50 per share, LM trades at les

We recommend a long position in Ingersoll Rand stock with a target price of $58.00, representing a ~43% upside from the current share price of $40.61. The stock has positive operational and cyclical c

Julian Robertson loves WuXi, a Chinese employment agency for PhDs in the drug industry, as it disintermediates the pharmaceutical-focused PhD market and is experiencing earnings growth of about 20% a

Julian Robertson is considering shifting his TIPS into something like Google, indicating a belief in its growth potential alongside Apple.