Author Topic: Companies -truly long term focused not managing to quarter results?  (Read 5124 times)

Broeb22

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #20 on: February 12, 2018, 10:16:51 AM »
Some of the moves Disney has made recently certainly fit the bill of thinking long-term:

Buying BAMTech - Bought leader in streaming at a time when most acknowledged streaming was the future but few were willing to invest aggressively in building their own capabilities
Merging with FOX Assets - makes company more internationally diversified, and provides add'l avenue to grow Disney brands internationally
Opening Disney in Shanghai - long in the works, big risks taken in time and capital...

There is a potential (likelihood?) that DIS continues to suffer as the cable bundle frays, but DIS is likely to continue to be relevant 10 years from now due to these moves...

Others I like:
Danaher
Devin Wenig, CEO of EBAY - Has done a great job reinventing the user experience at EBAY. There is a lot of work to do to compete with AMZN, but the company's increasing growth rates and lower margins (largely due to increased investment) indicate the company was a sleeping giant for a long time.
POST - I always look forward to Post Holdings' calls because hearing the strategic thoughts of Robert Vitale is worth it. They carry a lot of debt, but I think they constantly think about their businesses strategically.



no_free_lunch

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #21 on: February 12, 2018, 10:18:21 AM »
Knight therapeutics (gud.to).

Taking on huge piles of cash when the stock is high and then just sitting on it due to a dearth of opportunities is long-term in my mind.  Certainly the market hates it.  The company has only been around a few years but the CEO has a track record from his prior gig at paladin labs.

EDIT:

+1 to Costco, Disney, Danaher, MKL, BAM. 

There are some other great idea in here, I will be doing digging on FRP / LAACZ
« Last Edit: February 12, 2018, 10:22:14 AM by no_free_lunch »

RedDaruma

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #22 on: February 12, 2018, 11:03:22 AM »
I would add CMPR to the list.
Best,

Nell-e

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #23 on: February 13, 2018, 11:51:33 AM »
I think Chegg falls into this category since Rosensweig took over.

Sharad

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Re: Companies -truly long term focused not managing to quarter results?
« Reply #24 on: May 07, 2018, 10:13:38 AM »
I would add Texas Pacific Land Trust, TPL, to the list.  They are "going out of business"...  It's just taking them a while.  Returns are awfully good.

http://www.businessinsider.com/texas-pacific-land-trust-2014-8

Thank you for pointing us to TPL. I appreciate it.
"If we are not able to ask skeptical questions, to interrogate those who tell us that something is true, to be skeptical of those in authority, then we are up for grabs for the next charlatan - political or religious - who comes ambling along."
- Carl Sagan