Brian Yacktman & Elliott Savage discuss “boring” stocks with steady growth, pricing power, and reasonable valuations
"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...
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Brian Yacktman comments on Facebook 10 years after IPO
“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...
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Brian Yacktman discusses boring but dominant business that have been left behind with Bloomberg
"....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...
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Brian Yacktman on Bloomberg Daybreak Asia discusses the markets, and companies with Pricing Power
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...
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Brian Yacktman discusses global Toll Takers Moodys, Mastercard and Microsoft with Fox Business
"They're the gatekeepers because they've essentially created a globally recognized language all around the world that's used to rate the riskiness, to communicate the riskiness, of debt. So if you were to try to go around them and use a...
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