Stella-Jones: Solid Business Amid Short-Term Weakness, Long-Term Value Intact

Core Viewpoint - The article emphasizes the importance of investing in high-quality stocks and businesses that are managed by disciplined capital allocators, which can generate exceptional returns on capital and compound invested capital over long periods of time [1]. Group 1 - The investment philosophy focuses on acquiring stocks from companies that demonstrate strong management and capital allocation skills [1]. - The preferred businesses are those that can sustain high returns on capital over extended periods [1].