Topics covered: Value Oriented Strategy, Small-Cap Investing, Quality of Business, Multicap Contrarian Investing, Long-Term Intrinsic Value, High-Quality Companies, Contrarian Approach to Investing, Asset-Heavy Companies
Companies covered: Starbucks Corporation (NASDAQ:SBUX), Monsanto Company (NYSE:MON), TRW Automotive Holdings Corporation (NYSE:TRW), TE Connectivity Ltd. (NYSE:TEL), Newfield Exploration Company (NYSE:NFX), Applied Materials, Inc. (NASDAQ:AMAT), Texas Instruments Incorporated (NASDAQ:TXN), State Street Corporation (NYSE:STT), Sanofi (NYSE:SNY), QUALCOMM Incorporated (NASDAQ:QCOM), Pfizer, Inc. (NYSE:PFE), Novartis AG (NYSE:NVS), Marsh & McLennan Companies, Inc. (NYSE:MMC), McKesson Corporation (NYSE:MCK), Southwest Airlines Company (NYSE:LUV), Life Technologies Corporation, Alphabet Inc (NASDAQ:GOOG), E.I. du Pont de Nemours and Company (NYSE:DD), CVS Health Corporation (NYSE:CVS), Cardinal Health, Inc. (NYSE:CAH), Citigroup Inc. (NYSE:C), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Agilent Technologies, Inc. (NYSE:A)
