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Brand Intangibles
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Brand Intangibles
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ALGN
A wounded category king at 42 cents on the dollar with intact economics.
Buy · 2026-05-03
MAS
A two-brand toll booth on home improvement, fairly priced and quietly compounding.
Hold · 2026-05-04
MCD
A toll-bridge on global lunch — wonderful business, fair price, wait for fear.
Hold · 2026-05-03
CPB
Cheap, understandable, but the moat is melting faster than the discount.
Hold · 2026-05-03
CL
Great toothpaste franchise, fair business, fully-priced stock — wait for the wobble.
Hold · 2026-05-03
CMG
A great brand at a fair price, but the compounding engine is sputtering.
Buy · 2026-05-03
WSM
Premium home brands, fortress balance sheet, trading at half intrinsic value.
Buy · 2026-05-05
PG
A wonderful business at a fair-plus price; wait for a better entry.
Hold · 2026-05-03
KMB
A great brand house at a fair price, but Kenvue could break the compounder.
Hold · 2026-05-04
CLX
Trusted brands, broken math: Clorox is a Hold until owner earnings recover.
Hold · 2026-05-03
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