We think the company has several significant opportunities to create value.
We think the company's advantages will protect shareholder returns over the long run.
We think the wide-moat equipment maker is well positioned to benefit from global ag trends.
Our sum-of-the-parts assessment surpasses our current fair value estimate.
Its core operations will be needed no matter how market dynamics shift.
We don't think the market appreciates the industrial gas producer's revenue potential.
We see potential for higher revenue growth as operations stabilize.
We see a good opportunity to invest in this wide-moat Internet giant.
Selling part of BHGE sooner is a necessary move, in our view.
It remains an industry leader in RF chips with an improving position in 5G.
We think the wide-moat company’s strong network effect will allow it to weather the near-term storm.
This wide-moat company trades well below our valuation and has a decent dividend yield.
The pharma distributor has a solid foundation and a bright outlook, in our opinion.
Market reaction to AB InBev’s dividend cut makes the shares even more attractive.
It isn't all good news, but we think the benefits outweigh the risks.
The wide-moat firm’s recent growth has been exceptionally diverse and widespread and we see shares as modestly undervalued.
Being a leader in the declining hard disk drive market isn’t enough for a moat.
Its successful transition to the cloud reinforces the company's wide moat.
U.S. asset managers' valuations are depressed, but we see some opportunity.
The shares are commanding an increasingly premium price without a major shift in fundamentals.
Cost-saving plans and product launches should offset patent losses and drive growth.
AIG needs only a modest improvement to be materially undervalued.
We think customers will look past the nanometer headlines.
The stock has languished, but we still like this wide-moat company.
The company will benefit from capacity expansions at its attractive low-cost assets.
New management is taking the company in the right direction, and Amcor has made a generous offer.
But while the expanded development plan is accretive to our net asset value, we still see little upside remaining.
We think the shares still have room to run following the FES resolution.
The regulator is looking at ways to allow retail investment in companies like Airbnb and Uber.
We expect the shares will trend lower in the long term, given growth and business opportunities.
The market reaction to glyphosate's legal issues looks overdone.
But we think the latest acquisition is moat-enhancing and fairly priced.
We think the automotive seating company's woes are fixable.
We see the short-term sell-off as a long-term buying opportunity.
This wide-moat security products company is attractively valued.
We believe this Mexican airport operator is the best positioned to take advantage of increasing traffic.
We've upgraded our moat rating to wide and think the shares are undervalued.
We expect the pharma company to continue earning excess returns.
The company's entrenched products and developing pipeline are underappreciated.
The ridesharing pioneer is likely to maintain its competitive advantage via its network effect.
A leading portfolio of beverages and snacks will feed returns on invested capital.
Even after raising our fair value estimate, we think the market is too optimistic.
A rare network advantage in a rapidly growing industry is worth a premium valuation.
The ad firm has some of the most acclaimed agencies in the business.
We believe it has a sizable opportunity in NGL exports.
The company should finally realize the benefits of its growth strategy this year.
The company is looking at strategic alternatives for its power solutions segment.
Alzheimer's therapy shows promising results.
The pre-eminent network security vendor should benefit from cybersecurity consolidation.
Switching costs are strong, but not necessarily getting stronger.