Skip to content

+1 512.505.2347

[email protected]

Form CRS

YouTube
LinkedIn
Instagram
Twitter

Discover YCG^®
- About YCG^®
- Subscribe/Contact Us
Strategy
Performance
Commentary
Ways to Invest
Press

>

earnings power

Tag: earnings power

2023 Q1 Investment Letter (Banking Crisis)

March 31, 2023in Investment Letters0by YCG Team

1085

2023 Q1 Investment Letter (Banking Crisis)

…

Strategy
Business Plan
Marketing Plans
Optimize Deals
Business Studies
Market Research
Business Growth

Newsletter signup

Get exclusive deals you wont find anywhere else straight to your inbox!

You successfully subscribed

Recent posts

2025 Q1 Investment Letter (Rock Solid Thesis: The case for…

2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?)

December 31, 2024

2024 Q3 Investment Letter (Prepared for any Outcome)

September 30, 2024

How Can We

Help You?

To discuss how our team can help your business achieve true results.

Tags

attractive risk-adjusted returns banking Brian Yacktman capital lite conservative balance sheets conservatively levered consumer and business services credit ratings diverse collection of Global Champions diversified dominant network dominant networks enduring pricing power Estee Lauder family owned business global brands global champions global investing high inside ownership high market share inflation information filter innovation and disruption interest rates long-term volume growth opportunities luxury goods market-timing mispricing market downturn market volatility network effect NIMBY not-in-my-backyard owner operator ownership-minded management teams people filter pricing power purchasing power recession-resistant business rising global wealth shareholder minded management team stock market declines switching costs toll-taker untapped pricing power yacktman

Instagram

Text widget

Often searching out the graphical symmetry in chaos, while still maintaining the personality and emotion of the subject. The excitement and anticipation as we waited to see the next piece of unpredictable chaos was electric.

As the number of mobile users continues to outpace the number of desktop users, it should go without saying that designers, now more…

Emma Doe Company CEO

Contact Us

YCG, LLC
3207 Ranch Road 620 South
Suite 200
Austin, TX 78738
[email protected]
+1 512.505.2347
Send us a message
Firm ADV Brochure

Important Disclosures:

YCG, LLC (“YCG^®“) is an independently registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

The financial services and products described on this website are intended to be made available only to persons in the United States. This website does not constitute an offer or recommendation by YCG^® of securities or services to, or a solicitation by YCG^® of an offer to buy securities or services from, any person residing in a jurisdiction outside the United States in which such an offer or solicitation would be unlawful under the applicable laws and regulations. Materials on this website are informational only and should not be taken as investment recommendation or advice of any kind whatsoever (whether impartial or otherwise).

Current and future portfolio holdings are subject to risk. The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. YCG^® reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. Forward-looking statements are not guaranteed. Past performance is not indicative of future results. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.

Positions held within each individual account may not be the same from one account to the next. Individual securities may be traded at different times as well as receive different execution prices. In addition, individual accounts may be pursuing similar objectives but may have different investment restrictions. A full description of our Firm’s business practices, including our Firm’s investment management services, wealth plans and advisory fees, are supplied in our Form ADV Part 2A and/or Form CRS.

© 2025 YCG, LLC. All Rights Reserved.

Privacy Statement | Terms and Conditions

YouTube
LinkedIn
Instagram
Twitter

Sign Up

Already have an account?Log in

Sign up

Login

Don't have an account? Click here toSign up

Remember me

Log in

Ready to Invest?

Invest with YCG