CBT - Cabot Corporation 0 WATCHERS

I can’t find a single wide moat business trading at a valuation that will give good returns over 5-10 years. However, there are opportunities to buy ‘ok’ businesses at attractive prices… not a a lot but still decent upside. For example, ABEV under $2.31, YUMC under $42, Nice under $109, …

CBT, ADBE, NVO, CWEN

Selling CNC and potentially LEN. LULU, CMCSA and CBT are on the buy list. Plus, ASX:TWE

I have been closely looking at a number of companies over the last few months and CBT has risen to the top of my list. My valuation modeling has intrinsic value at $72-$90 (current price $62.57). As far as I can tell they are only down because they are a …

I thought about investing in CBT a few months back. Competition though from Asia is strong and growing. They currently have an overcapacity of tires...and I don't think CBT can ever compete on price with them. Product differentiation and tariffs can help...but I still wouldn't feel safe investing in CBT.

I think CBT under $64.5 is a good buy

CBT (Cabot Corp) - Deserves a closer look (Idea for consideration) The moat primarily comes from high switching costs. Carbon black (used in the tyres) represents a fraction of the cost of manufacturing a tyre but is mission critical for its longevity. Switching suppliers is a rigorous 12-24 months process. …

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