Brambles: Wide Moat, Narrow Valuation Margin Of Safety

2025-08-31 03:30:57 ET

Brambles ( OTCPK:BXBLY )( OTCPK:BMBLF ) is the world leader in the pallet pooling business, one that has network effects and scale benefits, resulting in an attractive business with a strong competitive moat. We wrote about the company early this year, and since then shares have significantly outperformed the S&P 500 Index ( SP500 ) on a total return basis. This is more than we were expecting and a good reason to revisit the company....

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