The Brink Is Getting Bigger And Better

  • The company almost offers a textbook case of how to create shareholder value in a mature industry that is likely to face secular headwinds.
  • Achieving scale through acquisitions and then using that scale to leverage efficiency measures and innovations are the main ways the company is doing well.
  • The pandemic is blurring the results and is a headwind.
  • This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »