Dave Sather of Sather Financial Group presented his in-depth investment thesis on Unilever (US: UL, UN) at Wide-Moat Investing Summit 2020.
Thesis summary:
Unilever is a 150 year-old food, beauty, and home care business that sells products to 2.5 billion people daily across 190+ countries. Despite its long history, interesting changes and catalysts have allowed this highly consistent and predictable business to grow EPS by 9-11% annually over the past decade. Despite Unilever’s stability and above-average cash flow, the shares have recently been available at a fair price.
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About the instructor:
Dave Sather is a CFP and President of Sather Financial Group, a $800 million firm managing individual accounts, in Victoria, Texas. Dave has degrees in business from Texas Lutheran University and Texas A&M University. Dave is also Chairman of the Board of Business Bank of Texas and serves on the Investment Committee and Board of Regents at Texas Lutheran University. He developed and teaches the Bulldog Investment Company internship at Texas Lutheran University (www.BulldogInvestmentCo.com).
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