Key Thesis: Multiple strong moats continues to give this company a winning streak in financialsGrowth factors will depend on extraneous circumstances – including the macro trends of ageing population and increasing reliance on health insurance.Valuations look fair to slightly undervalued right now – we can still wait for a better offer!
Key Thesis: Leading market positions in high-quality product tiers + dedicated distribution infrastructure and resulting in cost advantage + using tech and R&D to achieve efficiency advantages.
**Part 3 is meant to be an informal assessment of NFLX based on observations and through discussions with people, without precise financial data.
**Part 1 is meant to be an informal assessment of NFLX based on observations and through discussions with people, without precise statistical data.
The Sherwin-Williams Company is North America’s largest producer of paints and varnishes. It also makes application equipment and automotive coatings.
Disclaimer: This analysis is not comprehensive and serves to provide only a basic informational framework on value investing analyses.