Introduction

Throughout her impressive 25-year tenure on the 's Roundtable, Meryl Witmer has remained unwavering in her dedication to value-oriented investing. As a general partner at Eagle Capital Partners and a member of the board for Berkshire Hathaway, Witmer diligently seeks out undervalued companies that possess strong balance sheets, good cash flows, and proven management teams.

Stock Picks

During the recent Roundtable in January, Witmer shared her stock picks, which include the following companies:

  1. Donnelley Financial Solutions
  2. Blackstone Secured Lending Fund
  3. Holcim
  4. Euronet Worldwide
  5. Dollar Tree
  6. Sylvamo

Euronet Worldwide Potential

Witmer highlighted the potential benefits for Euronet Worldwide's ATM business once travel levels return to pre-pandemic norms. This particular business segment caters to travelers from the U.S., the U.K., and Asia. She praised the company's top-notch management and strong balance sheet, emphasizing their initiatives that are poised to drive earnings growth for years to come.

Meryl Witmer: A Notable Career

Before her remarkable journey in value investing, Witmer worked as a financial analyst at Dean Witter Realty. She later joined renowned value investor Michael Price at Mutual Series, where she further honed her skills. In 1989, she co-founded Emerald Partners, a value-oriented limited partnership. Then, in 2001, she joined her husband, Chuck Witmer, at New York-based Eagle Capital Partners. Since 2013, she has served on the board of Berkshire Hathaway.

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