COVID-19 has disrupted industries all across the globe, perhaps none more than the Healthcare industry. We think there’s great value in this industry leader.
COVID-19-related decline in customer demand has many investors overlooking this best-in-class commercial vehicle parts supplier. We think there’s great value to be had.
This industry-leading apparel company has the cash flows and balance sheet to survive the downturn and is well-positioned to grow profits during the economic recovery.
Investors who can see past the cyclical nature of this industrial business have the opportunity to add a high-quality firm to their portfolios at an historically cheap price.
This best-in-class bank has the balance sheet to survive the COVID-driven economic crisis and is positioned to expand its market share as the economy recovers.
We suggest investors look past the current economic downturn and set their sights on the opportunity that awaits this best-in-class business when the economy recovers.
Warren Buffett famously advised “be greedy when others are fearful”, and we think he should follow his own advice – assuming he is still a long-term investor.
For long-term investors, now is an excellent time to buy leading businesses, with the cash flows and balance sheet to survive the downturn, at significant discounts.