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

TROX

Thanks @Spekulatius on ROST/TJX 2/28/22: KWR - Quaker PPG

Interesting. Thanks. Any opinion on BURL? From its investor presentation, on its potential: "remains the smallest, least productive, and least profitable of the major off-price retail chains". Thanks again

Prefer to TJX?

2/23/22: CSGP -- “2021 was our first full year in the residential property space ... With an addressable market almost three times the size of our existing business, we believe that the residential property opportunity has the potential to add billions in revenue to CoStar Group over the medium to long term. In order to take advantage of this significant growth opportunity, we plan to increase the level of investment in residential products, content, sales and marketing in 2022.” ROST, TJX

BAH interesting Thanks again

2/10/22: BKI - Black Knight KAR - KAR Auction Services PTVE - Pactiv Evergreen -- foodservice and food & beverage merchandising packaging -- "broken IPO" (IPO September 2020 at 14)

2/8/22: KMT - Kennametal

2/7/22: CIGI - Colliers

2/7/22: ABG - Asbury Automotive MMM NTUS - Natus Medical SWK - Stanley Black & Decker