- Becton Dickinson's new public offerings to finance Bard acquisition remind us why we are bearish on the stock.
- Delta's narrow moat is not diluting returns to shareholders.
- Was Warren Buffett right when he bought IBM, when he sold, or both?
- Coca-Cola's new CEO did a Brexit, speaks Spanish, and drives a Tesla.
- 3M is an overvalued powerhouse.
Members of Main Street Value Investor Premium Forum received the first look at this commentary in a series of research notes.