Old Dominion: A Classy Operator But Not Quite Cheap Enough

In a commodity business, the one thing that can set you apart is operational excellence. Some companies have brand value, some companies have a patent, others have a differentiated product, but in a commodity market, where the product is broadly uniform, pricesI am a UK-based long-only investor with a strategy which revolves around finding companies which can be multi-baggers over a 5-10 year time horizon, though, as a great man once said, my favourite holding period is forever. I am looking for companies t ...