Service Corporation International: Post-Pandemic Normalization Signals A Valuation Inflection Point

Core Insights - Service Corporation (SCI) is identified as a hidden gem in the investment landscape, with a long-term ownership perspective of over a decade [1] - The company is characterized by attractive valuations and strong durable competitive advantages, making it a favorable investment choice [1] Investment Principles - The company focuses on investing in firms with consistent earning power and durable competitive advantages [1] - A sufficient margin of safety is prioritized in investment decisions [1] - Preference is given to companies that generate substantial cash flow and consistently earn above-average returns on capital [1] - Conservative leverage is a key consideration in investment choices [1] - Maintaining an appropriate level of cash is essential to capitalize on market volatility [1]