Andrew Kuhn November 8, 2021

U.S. Lime (USLM) Deserves Another Look

Geoff wrote about U.S. Lime back on February 18th, 2018. Focused Compounding members can read that article here:  U.S. Lime (USLM): A High Longevity Stock in a Low Competition Industry U.S. Lime at the time was trading around $75 per share. Today, the stock is at $130ish per share. Why is now a good time to revisit the company? Consistency. Irrespective of valuation, I really like this business. Buffett always talks about how he and Munger have filters in their head to decide instantly whether...

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