Michael Hakes - CFA, MBAL'Oreal SALRLCYBUY ON WEAKNESSJul 03, 2026
Remarkable, consistent grower over the years. Quite consistent 5% topline growth, which translates into high-single digit or low-double EPS growth. Super-high quality. Expensive. Long term, you can expect it to deliver 8-10% returns. Just purchased a "digital-first, Indian, personal care company".
Remarkable, consistent grower over the years. Quite consistent 5% topline growth, which translates into high-single digit or low-double EPS growth. Super-high quality. Expensive. Long term, you can expect it to deliver 8-10% returns. Just purchased a "digital-first, Indian, personal care company".