Rollins (ROL) may not appeal to some investors because the nature of its business is not 'sexy'. Sometimes, however, 'ho hum' businesses can offer investors the potential for very reasonable long-term total shareholder returns. Through its family of brands, ROL provides pest control, termite services and wildlife removal to residential and commercial customers. Looking at [...]
Following the release of Accenture's (ACN) Q3 and YTD2025 results on June 20, 2025, the share price plunged to ~$284 from the prior day's ~$306.50 closing share price. This prompted me to look at its results and outlook. Based on my analysis, I initiated a 200 share position @ ~$284.58 in one of the 'Core' [...]
Copart's valuation improves despite no fundamental change in the company's long term outlook. I have, therefore, acquired an additional 200 shares @ ~$48.12 in a 'Core' account in the FFJ Portfolio on June 18. This is a brief post because I covered CPRT as recently as May 28, 2025 where I disclose the purchase of [...]
Intuitive Surgical (ISRG) is redefining the future of surgery with innovation. Its da Vinci platform ranks as being one of the most disruptive technologies in medtech history thus leading to the company's remarkable success in rewarding long-term shareholders. I last reviewed ISRG in this January 25, 2025 post at which time shares were trading at [...]
In my Why I Added Howard Hughes Holdings (HHH) To The FFJ Portfolio post, I disclose the purchase of 500 HHH shares @ $68.074 on June 3, 2025 in one of the 'Core' accounts in the FFJ Portfolio. Upon further reflection, I acquired another 500 shares on June 5 @ $67.7237. My total HHH [...]
I have previously looked at Howard Hughes Holdings (HHH) but very quickly determined I wanted no exposure. I now have a different perspective because the historical HHH will not resemble HHH of the future. So what has changed? In this May 2025 interview, Bill Ackman (the founder and CEO of Pershing Square Capital Management) provides [...]