Topics covered: Value Investing, Longer-Term Investing, Long-Term Investing, Investment Strategies, Investing in Emerging Markets, High-Quality Companies, Global Investing, Emerging Market Growth Dynamics, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: Procter & Gamble Company (The) (NYSE:PG), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Apple Inc. (NASDAQ:AAPL), MetLife, Inc. (NYSE:MET), Herbalife LTD. (NYSE:HLF), Walmart Inc. (NYSE:WMT), Markel Corporation (NYSE:MKL), Costco Wholesale Corporation (NASDAQ:COST), Brookfield Asset Management Inc (NYSE:BAM), Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), QUALCOMM Incorporated (NASDAQ:QCOM), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Enbridge Inc (NYSE:ENB), Boeing Company (The) (NYSE:BA), Sealy Corp., Tempur Sealy International, Inc. (NYSE:TPX), Caterpillar, Inc. (NYSE:CAT)
