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Becton Dickinson is a medical device company trading at around 12.5 times next-twelve months earnings, which is cheap for a quality compounder. The company is poised for earnings growth due to an oper

Fortune Brands is attractively priced at around 12 times current earnings, which is unusual for a quality compounder. The company has strong brands and generates high returns on tangible capital, sugg

Gavin Baker identified generative AI as a significant driver for a memory super-cycle, predicting that memory and storage stocks would rebound. He noted that Micron has already seen a substantial incr

Tsubakimoto Kogyo operates as a value-added reseller in power transmission, facility and equipment, and industrial materials. The integration of these businesses allows them to provide valuable soluti

Cuckoo trades at a mid-single-digit earnings multiple despite having a meaningful net cash position. The company has shown strong growth in dividends and returns on capital, and its valuation is attra

Cuckoo Holdings is a leading premium rice cooker manufacturer with a strong brand and durable economic franchise. The company has successfully displaced dominant competitors and has a significant mark

Korea Ratings is the foreign-listed subsidiary of Fitch, and it represents an excellent asset selling at a deep discount to fair value. This investment provides a good opportunity to learn about the K

Gavin Baker believes Netflix is misunderstood by the market, as it has the potential to raise prices significantly while still growing its subscriber base. He argues that normalized margins could exce

Danaher trades at a mid-single-digit free cash flow yield on still-depressed earnings near the trough of the cycle. The company has strong free cash flow conversion and a solid balance sheet, with the

Danaher has been a long-term interest for the investor, who has followed the company closely and appreciates its management and historical performance. The investor has built a large position in GE un

SAP is positioned to benefit from its AI strategy, which is expected to enhance its growth narrative. The stock appears undervalued, priced for a low percentile outcome, while the potential for growth

Amazon was perceived as the most expensive stock in the portfolio, but it was actually the cheapest due to market mispricing of its margins. This highlights the potential for value in what may seem li

The London Stock Exchange Group is trading at a modest multiple for what is considered an excellent business. The investor believes that both its earnings power and business quality are significantly

Capital One is mentioned as a current example of a stock that has a high earnings yield, but there may be some debate about the durability of that yield. This suggests a cautious optimism about its po

Humana is considered attractive due to its earnings power, which is viewed as strong relative to its current valuation. The investor believes that the market may not fully appreciate the durability of

Amadeus IT Group is a key player in the travel technology sector, poised to benefit from the recovery of the travel industry post-pandemic. The company's robust technology solutions and partnerships p

MSA Safety is a leader in safety equipment and technology, benefiting from increasing regulatory requirements and safety awareness. The company's strong financials and market position make it a compel

Celsius is gaining traction in the health and wellness beverage market, with a strong brand and growing consumer demand. The company's focus on innovation and marketing is expected to drive significan

Baker Hughes is well-positioned in the energy sector, particularly with the increasing demand for oil and gas services. The company's innovative technologies and strong client relationships provide a

Alec Henry and Adrian Meli also discussed Danaher, indicating they believe in its strong fundamentals and growth trajectory.

Alec Henry and Adrian Meli mentioned SAP in their discussion, suggesting they see value in the company's technology and market position.

Jeff O’Donohue discussed Tsubakimoto Kogyo, indicating he believes in its growth prospects in the international markets.

Jeff O’Donohue shared insights on Cuckoo Holdings, suggesting he sees potential in the company's international market strategy.

Edgar Wachenheim III included Toll Brothers in his discussion of contrarian investments, indicating he believes in its potential for recovery and growth.