Emerson Electric Co.
EMR
position
long
Tweedy, Browne
Thesis
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. This indicates a belief in its resilience and future growth.
Did it work?
worked
confidence: high
The long thesis on Emerson Electric has clearly played out, as the stock has appreciated by 394.3% over the 214 months since the pitch. This significant return aligns with the belief in the company's resilience and future growth, confirming the investment strategy of buying strong companies at favorable prices.
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