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2024 YCG Client Conference Webinar [FULL]
June 6, 2024
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Brian Yacktman comments on Nike’s Earnings with Forbes
March 27, 2024
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Brian Yacktman discusses Moody’s in Business Breakdowns Podcast
December 31, 2023
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YCG ranked #34 on CNBC’s Financial Advisor 100 list for 2023
September 19, 2023
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Brian Yacktman comments on Nike’s Wholesale strategy
July 3, 2023
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Brian Yacktman comments on Facebook 10 years after IPO
May 18, 2022
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Brian Yacktman discusses boring but dominant businesses that have been left behind, with Bloomberg
February 11, 2021
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Brian Yacktman discusses Aon & Marsh McLennan on Fox Business Countdown Closer with Liz Claman
August 26, 2020
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Barron’s – Brian Yacktman comments on Estée Lauder
August 7, 2020
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Brian Yacktman comments on Tech names Microsoft and Facebook
July 27, 2020
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Brian Yacktman discusses the benefits of investing in Global Champions in a volatile market
May 12, 2020
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Brian Yacktman discusses Booking Holdings Inc. and Mastercard
April 29, 2020
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Stocks rise on hopes that virus spread may be stabalizing
April 8, 2020
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Brian Yacktman discusses Keys to Investing with Money Savage host George Grombacher
March 23, 2020
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Elliott Savage discusses the impact of COVID-19 on Markets
March 13, 2020
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Luxury-brand Stocks have Sustainable Global Networks
February 26, 2020
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Brian Yacktman’s Stock Picks: CPRT, MSCI, MCO & MA
December 9, 2019
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Fox Business – Brian Yacktman Discusses Brands and Social Status
November 1, 2019
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Beauty Stocks Look Pretty After Upbeat Estée Lauder Earnings
August 19, 2019
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Brian Yacktman Talks About Opportunities Driven by Fear
June 17, 2019
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Tech IPOs and Investing Opportunities
May 20, 2019
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Stocks Wrap Up Best January in 30 years
February 1, 2019
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Brian Yacktman Comments on Oracle
September 17, 2018
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Brian Yacktman Comments on Facebook
September 15, 2018
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YCG Celebrating 10 Successful Years
November 6, 2017
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Brian Yacktman Interview on Moneylife
December 13, 2016
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Young Fellas, True Disciples
June 30, 2016
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Recent News
2024 YCG Client Conference Webinar [FULL]
Brian Yacktman comments on Nike’s Earnings with Forbes
Brian Yacktman discusses Moody’s in Business Breakdowns Podcast
YCG ranked #34 on CNBC’s Financial Advisor 100 list for 2023
Archives
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2025 (4)
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December (1)
2025 Q4 Investment Letter (Focused on the Long-Term, and TransDigm, Linde and Meta)
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September (1)
2025 Q3 Investment Letter (AI Bubble?)
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June (1)
2025 Q2 Investment Letter (Capitalizing on Unregulated Pricing Power)
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March (1)
2025 Q1 Investment Letter (Rock Solid Thesis: The case for owning the Aggregates
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2024 (4)
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December (1)
2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?)
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September (1)
2024 Q3 Investment Letter (Prepared for any Outcome)
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June (1)
Q2 2024 Investment Letter (The case for FICO)
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March (1)
Q1 2024 Investment Letter (The Signal in the Noise)
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2023 (4)
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December (1)
2023 Q4 Investment Letter (How to Navigate Forward in 2024)
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September (1)
2023 Q3 Investment Letter (Understanding Return on Invested Capital)
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June (1)
2023 Q2 Investment Letter (The case for... Canadian Railways, Waste Collection and CME Group
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March (1)
2023 Q1 Investment Letter (Banking Crisis)
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2022 (4)
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December (1)
2022 Q4 Investment Letter (Keys to Long Term Investing)
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September (1)
2022 Q3 Investment Letter (Bear Markets & Recoveries)
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June (1)
2022 Q2 Investment Letter (Understanding Pricing Power)
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March (1)
2022 Q1 Investment Letter (Wheat on a Chess Board)
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2021 (4)
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December (1)
2021 Q4 Investment Letter (A Global Portfolio)
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September (1)
2021 Q3 Investment Letter (Portfolio Adjustments)
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June (1)
2021 Q2 Investment Letter (Inflation)
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March (1)
2021 Q1 Investment Letter (A Pandemic Reflection)
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2020 (4)
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December (1)
2020 Q4 Investment Letter (Be Adaptable)
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September (1)
2020 Q3 Investment Letter - (Farmer's Parable)
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June (1)
2020 Q2 Investment Letter - (Compass Principles)
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March (1)
2020 Q1 Investment Letter - (COVID Markets)
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2019 (4)
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December (1)
2019 Q4 - Investment Letter (Rising Global Wealth)
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September (1)
2019 Q3 - Investment Letter (Disruptor Hype)
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June (1)
2019 Q2 - Investment Letter (Portfolio Rebalancing)
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March (1)
2019 Q1 - Investment Letter (Our Investment Strategy)
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2018 (4)
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December (1)
2018 Q4 - Investment Letter (Stocks Not Cash)
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September (1)
2018 Q3 - Investment Letter (Copart)
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June (1)
2018 Q2 - Investment Letter (Process)
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March (1)
2018 Q1 - Investment Letter (Moody's)
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2017 (4)
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December (1)
2017 Q4 - Investment Letter (Priceline)
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September (1)
2017 Q3 - Investment Letter (CBRE)
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June (1)
2017 Q2 - Investment Letter (Alphabet)
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March (1)
2017 Q1 - Investment Letter (Estee Lauder)
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2016 (4)
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December (1)
2016 Q4 - Investment Letter (Narrative Fallacy)
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September (1)
2016 Q3 - Investment Letter (Malthus)
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June (1)
2016 Q2 - Investment Letter (Nike)
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March (1)
2016 Q1 - Investment Letter (Wells Fargo)
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2015 (4)
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December (1)
2015 Q4 - Investment Letter (Richemont)
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September (1)
2015 Q3 - Investment Letter (Colgate)
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June (1)
2015 Q2 - Investment Letter (Discovery)
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March (1)
2015 Q1 - Investment Letter (Charles Schwab)
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2014 (4)
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December (1)
2014 Q4 - Investment Letter (Verizon)
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September (1)
2014 Q3 - Investment Letter (Express Scripts)
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June (1)
2014 Q2 - Investment Letter (Western Union)
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March (1)
2014 Q1 - Investment Letter (Coca-Cola)
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2013 (4)
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December (1)
2013 Q4 - Investment Letter (Bell-Curve Analysis)
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September (1)
2013 Q3 - Investment Letter (Procter & Gamble)
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June (1)
2013 Q2 - Investment Letter (Oracle)
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March (1)
2013 Q1 - Investment Letter (DirecTV)
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2012 (4)
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December (1)
2012 Q4 - Investment Letter (MSCI)
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September (1)
2012 Q3 - Investment Letter (AON)
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June (1)
2012 Q2 - Investment Letter (Vivendi)
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March (1)
2012 Q1 - Investment Letter (Tesco)
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2011 (4)
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December (1)
2011 Q4 - Investment Letter (Corning & CR Bard)
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September (1)
2011 Q3 - Investment Letter (HP & BNY)
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June (1)
2011 Q2 - Investment Letter (Cisco)
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March (1)
2011 Q1 - Investment Letter (Debt, ABT, NWSA, SYY)
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2010 (4)
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December (1)
2010 Q4 - Investment Letter (St. Joe)
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September (1)
2010 Q3 - Investment Letter (H&R Block)
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June (1)
2010 Q2 - Investment Letter (Becton Dickinson)
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March (1)
2010 Q1 - Investment Letter (Western Union)
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2009 (4)
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December (1)
2009 Q4 - Investment Letter (Forecasting)
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September (1)
2009 Q3 - Investment Letter (Shift to Quality)
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June (1)
2009 Q2 - Investment Letter (Healthcare)
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March (1)
2009 Q1 - Investment Letter (Recovery?)
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2008 (3)
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December (1)
2008 Q4 - Investment Letter (Volatility)
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September (1)
2008 Q3 - Investment Letter (AIG)
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June (1)
2008 Q2 - Investment Letter (Be Prepared)
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Brian Yacktman
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enduring pricing power
Estee Lauder
family owned business
global brands
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high inside ownership
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inflation
information filter
innovation and disruption
interest rates
long-term volume growth opportunities
luxury goods
market-timing mispricing
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stock market declines
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