Brian Yacktman talks about some of YCG’s portfolio holdings: Copart, Inc. (CPRT), MSCI, Inc. (MSCI), Moody’s Corp. (MCO), and Mastercard Inc. (MA).
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athletic shoes attractive risk-adjusted returns banking Brian Yacktman bull case for Copart bull case for stocks capital lite conservatively levered consumer and business services cosmetics credit ratings Elliott Savage Estee Lauder family owned business global brands global investing high inside ownership high market share information filter innovation and disruption interest rates investment process L'Oreal long-term volume growth opportunities luxury goods market-timing mispricing market downturn market psychology market volatility network effect online search owner operator payment processing people filter pricing power purchasing power real estate brokerage recession-resistant business return-free assets rising global wealth risk-free assets shareholder minded management team stock market declines Will Kruger yacktman