Quality stocks have lagged this bull market, and as a result, offer good value. Investors have been focusing on growth at seemingly any price, and that can never end well. In the long run, value is the only thing that rewards investors.
As the owner of the best and most diversified brand portfolio in the world, today’s company is the pinnacle of quality in many investors’ minds.
Switzerland’s pharmaceutical dominance is built on an ecosystem of self-reinforcing factors, creating a competitive advantage that is hard for other nations to replicate.
The importance of hygiene has rarely been more relevant, and our next recommendation carries this torch. After a decade of strategic errors and poor execution, the company has overcome its struggles, and its quality is shining through again.
In this Q3 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since February 2016. I shall also touch on our other services.
Our next recommendation has been harnessing traditional fermentation for over a century, making it a market leader. With strong brands, good management, and a powerful tailwind, it is well set to succeed long into the future.
