Todd Bassnight

Todd Basnight, Director of Equity Research at Aureus Asset Management, offers fascinating insights into Sherwin-Williams, a silent giant in the paint industry. The discussion highlights the company’s vertical integration and the impressive 14% annual earnings growth over the past 20 years. Basnight delves into significant strategic moves, including the pivotal acquisition of Valspar, and how Sherwin-Williams manages its market presence while focusing on professional painters. Their operational control is showcased as a key factor in maintaining competitiveness in a dynamic market.