CafeB

It seems to benefit from family control. Thank you once again.

Interesting. Thank you. Do you have an opinion on Campari? Thanks again

Any opinion on Pernod Ricard? Thanks

7/1/22: BAH - Booz Allen -- timely comments by @Spekulatius in February, before invasion:

BF.A on bounce

TROX, PPG (Akzo warned: AkzoNobel updates Q2 outlook based on impact of China lockdowns and slower start to the EMEA DIY season | AkzoNobel)

In past week, small additions to small positions in ATR, ICE (recently announced acquisition of BKI), TJX, TROX

3/25/22: JKHY - Jack Henry -- +24% over past year while FIS -32% and FISV -17% -- +13% YTD while FIS -14% and FISV -7%

3/25/22: WHR - Whirlpool -- new topic started this past week: SWK - Stanley Black & Decker -- discussed this past week in "What are you buying today?" MNRO - Monro (formerly Monro Muffler Brake) -- "acquirer of choice" in fragmented industry GFF - Griffon -- activist investor presentation: https://www.sec.gov/Archives/edgar/data/50725/000092189522000203/ex991dfan14a10925008_012022.pdf

3/18/22: CCK, PKG CR - Crane

3/17/22: DE - Deere

Yes, it seems to align with premiumization trends

Thanks. One you own?

3/3/22: BURL BOOM - DMC Global -- recent building products acquisition diversifying away from "perforating systems and associated hardware for the global oil and gas industry" and ''explosion-welded cladding technology" -- energy industry ~1/3 pro forma sales ALV - Autoliv

PPG