ARMK
the council passes — AVOIDAramark·Consumer Cyclical
The quality and the price don't line up.
43/100D
Price at last run$55.97as of Jul 8, 2026
quality large-cap✕Why not
The honest case against — what most tools hideWhat keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.