Hi guys I‘m looking to discuss high-quality compounders that are currently trading at valuation multiples below their historical averages( so not necessairly deep Value right now)
I’m strictly interested in companies with durable moats, high ROIC, and proven track records. Please, let's skip the usual "value trap" names often mentioned on this sub (like $PYPL, $LULU, $NKE .)so PLEASE don’t mention those names . I’m not looking for stocks that are cheap because they are losing market shares, I’m looking for high-quality assets that the market is temporarily mispricing.
To kick things off, here are a few I'm watching that look interesting:
**$MELI**
**$SPGI**
**$FICO**
**$TSCO**
**$CPRT**
**$ VRSK**
Which other high-quality names do you see trading at attractive levels right now? Let’s keep the focus on actual compounders