Old Dominion: Getting Ready For A Recovery (Rating Upgrade)

Core Insights - Tomas Riba is an economist and former CFO focused on researching high-quality companies capable of compounding cash flow over the long term [1] - His investment journey began in 2007, and he has a strong academic background in Economics and Economic Analysis [1] - Riba aims to identify companies with competitive advantages, operating in growing industries, expanding margins, low debt, and aligned management [1] Company and Industry Analysis - Riba has experience in various sectors including pharmaceuticals, medical devices, textiles, food, and real estate [1] - He emphasizes the importance of companies that can deploy capital at high Return on Invested Capital (ROIC) for several years [1] - Currently, Riba teaches courses on "Derivatives for risk management" and "Investment analysis" at the Open University of Catalonia, indicating a strong academic involvement in financial management [1]