Sherwin-Williams Company
SHW
position
long
Chris Begg
Thesis
Sherwin-Williams has compounded at approximately 22% since the recovery of 2009 and around 15.5% over the past thirty years. The company boasts high returns on invested capital of 30% or better and has a strong distribution system, making it a compelling long-term investment.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The historical performance metrics provided are strong, but without current data or a timeline, we cannot determine the effectiveness of the pitch.
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