Deckers Outdoor’s stock stumbled despite solid Q3 results and resilient Hoka growth. With tariffs clouding guidance but free cash flow strong, the selloff looks overdone. At this valuation, the post-earnings drop offers long-term investors a rare entry point.
Most investors can name Buffett or Terry Smith. But a quieter elite of “quality purists” has been compounding capital far from the spotlight — from Montréal to Hong Kong, from Zurich to London. They buy great businesses, hold them for years, and let time do the heavy lifting.
After years of dominance, the quality factor has stumbled since mid-2024 as markets chased risk and valuations stretched. Narrow leadership and speculative fervor left steady earners behind—but shifting tides could soon restore quality’s quiet strength.
EPAM Systems unveiled a $1 billion share repurchase—roughly equal to its entire cash reserve. The bold move signals management’s conviction that the market undervalues the digital-engineering specialist’s long-term prospects.
As orders for AI-datacenter lasers accelerate and new GaN and SiC power technologies prepare for their next wave, the German epitaxy specialist could be poised to benefit from the very forces making data centers faster—and far more energy-efficient.
Normalize patents by population and the leaderboard flips. A small cadre of export-driven, research-heavy economies consistently turn lab work into defensible products—via tight lab-to-factory loops, patient capital, and standards savvy.
As transistor gains stall, hybrid bonding takes center stage. Dutch toolmaker Besi is turning precision and process lock-in into outsize margins—and a pivotal role in AI hardware.
Rollins has turned pest control into a dependable, subscription-like cash machine—growing organically, tucking in bolt-on deals and keeping churn low. With a seasoned bench, dense routes and disciplined pricing, the company keeps margins steady even as rivals regroup.
Linde quietly dominates industrial gases with dense networks, proprietary engineering and long-term take-or-pay contracts that pass through energy costs, keeping cash flows steady.
TSMC’s grip on advanced chipmaking isn’t just about smaller nodes—it’s about yield discipline, packaging scale, and the freedom to move “just far enough” while rivals wrestle with costly leaps.
Galderma rides the GLP-1 “face” wave, bets on Relfydess launch and China expansion to take share from AbbVie in aesthetics.
Agilent’s lab tools franchise rests on regulatory trust and costly recertification, but its new CDMO arm in genetic medicines offers investors a kicker.
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