
Sign up to save your podcasts
Or


Mr Softy has been a monster stock for over 40 years. The business is incredibly stable and predictable and management continues to keep innovating and growing. We see nothing that changes that on the horizon. The Mega Brand core equity position is still intact. Cloud and AI is driving the growth now and we are still early days in that opportunity. The small dividend grows each year and the stock has performed well in most economic environments. When it gets clocked, as every company does on occasion, you get a chance to own more.
By Eric ClarkMr Softy has been a monster stock for over 40 years. The business is incredibly stable and predictable and management continues to keep innovating and growing. We see nothing that changes that on the horizon. The Mega Brand core equity position is still intact. Cloud and AI is driving the growth now and we are still early days in that opportunity. The small dividend grows each year and the stock has performed well in most economic environments. When it gets clocked, as every company does on occasion, you get a chance to own more.

2,014 Listeners

2,115 Listeners

9,862 Listeners

3,253 Listeners

352 Listeners

7 Listeners