Listen to the full webinar video of the May 2024 YCG Advisor Conference held virtually. YCG’s three partners: Will Kruger, Brian Yacktman and Elliott Savage; give an overview of the YCG investment strategy and answer Advisor questions regarding the economy, inflation, portfolio securities, and other financial topics. Please Read all disclosures for important risk information […]

Brian Yacktman discusses challenges facing Nike ahead of earnings. “I want to know do people still choose Nike at a premium price. And so we’re wanting to make sure that gross margins are able to recover from the prior lows.” To view the full Video Click Here   All index and financial terms, definitions, and acronyms […]

“We don’t know which of our stocks is necessarily the most attractive at any particular time, or at least I feel like I don’t” Savage said. “In these examples, you notice that we’re not trying to pick a winner from a competitive category. We’re just trying to say, “What are the already dominant winners with […]

“My concerns with regards to the metaverse are that investments are more akin to drilling for oil wells — you might come up empty-handed, you might strike it rich,” said Brian Yacktman, chief investment officer of YCG Investments, which oversees more than $1 billion in assets….Yacktman still owns Meta shares, but his firm hasn’t added to […]

Brian Yacktman “My takeaway as I’ve looked back over this earnings season is that I feel most comfortable being aligned with businesses that have pricing power so that whether we have inflation, deflation, no matter what happens, whatever economic scenario we face, the businesses are robust in the face of that. And so, when I […]

“….so long as we have business being conducted in the world people are going to want to issue debt to lower their cost of capital. And so, these guys, [Moody’s and S&P Global] we view them as just having an evergreen cash flow and that they have pricing power on that Global debt issuance industry […]