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  • Crown Holdings: Boring, Safe, And Hugely Profitable
       • Sun, Apr. 13 CCK 19 Comments

    Summary

    • Crown Holdings is a high quality company operating in an industry with high barriers to entry.
    • Costs in the beverage division are lowest in the industry, incremental return of 20% on past ten years of capex.
    • Business is highly cash-generative, sells at significant discount to the amount of cash that will be generated over the next five years.
    • Investing heavily in growth in developing markets. Acquisition of Mivisa supports these attributes.