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2023 Q3 Investment Letter (Understanding Return on Invested Capital)

September 30, 2023in Investment Letters0by YCG Team

1987

2023 Q3 Investment Letter (Understanding Return on Invested Capital)

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2023 Q2 Investment Letter (The case for... Canadian Railways, Waste Collection and CME Group

June 30, 2023in Investment Letters0by YCG Team

2987

2023 Q2 Investment Letter (The case for... Canadian Railways, Waste Collection and CME Group

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2023 Q1 Investment Letter (Banking Crisis)

March 31, 2023in Investment Letters0by YCG Team

1098

2023 Q1 Investment Letter (Banking Crisis)

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2022 Q2 Investment Letter (Understanding Pricing Power)

June 30, 2022in Investment Letters0by YCG Team

2671

2022 Q2 Investment Letter (Understanding Pricing Power)

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YCG IN THE PRESS

2024 YCG Client Conference Webinar [FULL]
Brian Yacktman comments on Nike’s Earnings with Forbes
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2025 Q1 Investment Letter (Rock Solid Thesis: The case for owing the Aggregates
2024 Q4 Investment Letter (Tech & Telecom Bubble Redux?)
2024 Q3 Investment Letter (Prepared for any Outcome)
Q2 2024 Investment Letter (The case for FICO)

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