PPG is a soundly capitalized century+ old global[1] coatings manufacturer that has averaged low-teens unlevered after-tax return on capital over the last two decades[2] and whose stock I toe-holed at 15x trailing earnings after the Company pre-announced disappointing 3Q earnings on volume weakness in Europe, where it had previously witnessed relatively strong growth. Our daily […]
Tag Archives: PPG
[XPEL] Xpel
[XPEL] Xpel Inc
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better [...]
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Continue reading →[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
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Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
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Continue reading →[TDY] Teledyne
[TDY] Teledyne
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s [...]
Continue reading →[CTAS] Cintas [UNF] Unifirst [VSTS] Vestis
why Cintas wins
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing [...]
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