Sep. 12 at 11:40 AM
$UG
$UG United Guardian
At these prices
$UG looks like a true Buffett-style bargain: niche business, sky-high margins, and a moat that has lasted for decades thanks to very high switching costs. Cosmetic and pharma companies don’t reformulate easily – it would mean re-certifications, clinical studies, and risking consumer trust.
The new CEO is taking a more vigilant approach: cost optimization, stronger push into international markets, and revitalizing legacy products with new partnerships. This isn’t a hype-driven story – it’s about solid cash flows, outstanding returns on capital, and reliable dividends.
A microcap with a moat that easily lasts 10+ years. Exactly the kind of stock young Buffett would have bought and locked away.