Pricing Power
Tagged analyses
CLGreat toothpaste franchise, fair business, fully-priced stock — wait for the wobble.
Hold · 2026-05-03
IDXXA near-monopoly on the vet's lab bench, priced for perfection but not insanity.
Hold · 2026-05-04
MTDA wide-moat precision-instruments compounder, fairly priced after biotech destocking.
Hold · 2026-05-04
VMCAmerica's largest crushed-stone quarry network trading below intrinsic-value floor.
Buy · 2026-05-05
ALLEWonderful door-hardware franchise, but the price already pays for the next decade.
Hold · 2026-05-03
LULUA 42% ROIC athletic brand on sale at 11x earnings.
Buy · 2026-05-04
KOA wonderful business at a fair-plus price; wait for the pitch.
Hold · 2026-05-03
MRKKeytruda is a brilliant tollbooth that loses its toll in 2028.
Hold · 2026-05-03
DISIconic IP, two great businesses, one bleeding pivot — too hard at $103.
Too Hard · 2026-05-03