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1,300 ideas
Grant Bowman presented a short recommendation on Avery Dennison Corp. during the Moon Lee Prize competition, suggesting that the stock is overvalued based on his analysis of the company's fundamentals
Buffett describes his early investment in Disney as acquiring significant value at a low price, highlighting the company's strong content portfolio and pricing power through ESPN. He notes that Disney
Buffett highlights Coca-Cola's unmatched global brand presence and consistent sales growth, with 1.6 billion servings sold daily. He emphasizes the company's pricing power, noting that even a small pr
Warren Buffett sees BYD as a remarkable company run by a remarkable CEO, Wang Chan Fu, who has demonstrated integrity and strong business acumen. The company is the second largest cell phone battery m
Kronos was bought by Tweedy, Browne as part of their strategy to invest in companies that had fallen in price, indicating a belief in its recovery and growth potential in the beverage equipment indust
Linde was re-acquired by Tweedy, Browne after the market downturn, reflecting confidence in its long-term value and recovery potential in the industrial gas sector.
Cintas is part of Tweedy, Browne's portfolio, indicating a belief in its strong business model and growth potential in the uniform supply industry.
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.
Total was purchased by Tweedy, Browne as part of their strategy to invest in oil stocks when prices were low, indicating a belief in the company's resilience and potential for recovery.
Devon Energy was bought by Tweedy, Browne during a period of declining oil prices, suggesting confidence in its future performance and recovery in the energy market.
ConocoPhillips was purchased by Tweedy, Browne as oil prices fell, indicating a belief in the company's long-term value and recovery potential in the energy sector.
Norfolk Southern is another railroad stock that Tweedy, Browne bought during the market downturn, reflecting their strategy of investing in strong companies with recovery potential in the transportati
Union Pacific is a railroad stock that Tweedy, Browne purchased during the market downturn, indicating a belief in the strength and recovery of the transportation sector.
Burlington Northern is a railroad stock that Tweedy, Browne invested in during the market downturn, highlighting their confidence in the transportation sector's recovery and growth potential.
Emerson Electric is another high-quality industrial company that Tweedy, Browne bought during the market downturn, reflecting their strategy of investing in strong companies when prices are favorable.
3M is a high-quality industrial company that Tweedy, Browne had not been able to buy for 20 years, indicating a strong belief in its long-term value and growth potential. They purchased shares during
Exelon is positioned to benefit from potential carbon regulations that could increase its stock value by an estimated $15 per share. The company has a structural competitive advantage as the lowest-co
Exelon is the nation's largest merchant nuclear fleet and offers the lowest-cost source of power. A recent transaction valued Exelon's nuclear assets at approximately $55 per share, and when factoring
Diageo, with its portfolio of alcoholic beverages, is well-positioned to benefit from the growing demand in emerging markets, making it an attractive investment in the consumer products space.
Novartis is a strong player in the pharmaceutical industry with a significant portion of its revenue coming from emerging markets, making it a solid investment choice for exposure to global healthcare
Philip Morris International has a strong global presence in the tobacco market, which continues to generate significant revenue, particularly in emerging markets where demand is growing.
Coca-Cola FEMSA is well-positioned to sell beverages, including coke, water, and beer, to the rising middle class in Latin America, making it a strong investment opportunity in the consumer products s
Nestlé benefits from having over 30 billion dollar brands and generates more than 30% of its income from developing countries, which positions it well for growth in emerging markets. The company opera
Binny & Smith was selling at under book value, had almost no debt, and was trading at around 5x earnings, which suggested a potential 20% return on debt-free equity. This made it an attractive investm