Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (3) |
Author: rnam ✧  😊 😞
Number: of 15062 
Subject: OT Business Cannibals
Date: 10/12/2024 6:50 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
I received this email from Eagle Point Capital. They talk about high quality companies which cannibalize themselves through disciplined stock purchases. They following screen which they ran on TIKR database of 67,500 companies, yielded only 21 companies.

Revenue growth of 3% or more for the past 10 years;
Return on equity of 15% or higher;
Diluted shares outstanding decreasing by 5% or more per year since 2015;
Valuation of 20x earnings or less;
Market cap of $500M or higher.

The full article which identifies the 21 companies is only available to paid subscribers, which I am not.

Can someone run this filter on a database they have access toand produce a list?

Thanks.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds