Alberto

[Alberto @x__Alberto__x]

@PythiaR Terry’s track record after Andy Brown retired has been quite brutal

[Lawrence Hamtil @lhamtil]

New Post: I take a look at a few 'industrial staples' like bearings and gaskets that are critical to so many different things, but don't get a lot of investor attention.

https://t.co/wJLwisH95l

[Lawrence Hamtil @lhamtil]

This was a tour de force by @DevinLaSarre going through the long & fascinating history of Washington Duke and what became the tobacco monopoly in the United States

[Alberto @x__Alberto__x]

@dkdjeudjbfir @PythiaR Good call!!

[Alberto @x__Alberto__x]

@irbezek KO has better brands than most, bigger scale, emerging markets exposure, low debt and are one of the few that has been growing during and post COVID

[Alberto @x__Alberto__x]

@irbezek GLP would impact part of the portfolio (mostly US), but they have a huge international business and even in the US they have already some big and fast growing products benefiting from higher protein intake, etc (Fairlife), refranchising of the bottlers also help with inflation

[Alberto @x__Alberto__x]

@ecommerceshares The category is growing fast, but so is competition and maybe they are not that confident in brand loyalty given the deceleration in CELH brand

[Alberto @x__Alberto__x]

@dkdjeudjbfir @PythiaR Don't you think he'd have concerns on SAP as he does on MSFT with regards to AI threats?

[Lawrence Hamtil @lhamtil]

Episode 33 of the @Pfdshares is a conversation with @ReustleMatt about all things Class I railroads:

-how deregulation transformed the industry
-what the proposed merger of UP and NS means for the industry
-how could the remaining Class Is compete

https://t.co/mwz37eioBM

[Alberto @x__Alberto__x]

@ToddWenning @lhamtil Looking forward to that, FERG has always being a company I wanted to check, specially since i've owned WSO for quite some time.

[Lawrence Hamtil @lhamtil]

If you like valves, pumps, and HVAC equipment, this is the podcast for you. Thanks to @ToddWenning for taking us through his thesis on water in general, and Ferguson in particular.

[Alberto @x__Alberto__x]

@ToddWenning @lhamtil Might be true, but non family-owned co's in the sector aren't doing better either afaik

[Lawrence Hamtil @lhamtil]

This was a fun conversation. Mark has covered Nestlé since roughly the Carnation acquisition 40+ years ago, so he knows the landscape well. We talked about innovation vs acquisition, hits (petcare & coffee), misses (some nutrition & food), and much else.

[Preferred Shares Podcast @Pfdshares]

https://t.co/rOuFqCUny6

[Preferred Shares Podcast @Pfdshares]

Coming out this Friday morning is our interview of veteran analyst Mark Purdy about Nestlé $NSRGY.

This is Mark's second interview with Preferred Shares. We first chatted with him about Switzerland's Lindt & Sprüngli.

The interview is full of wisdom from 40+ years of experience and focus on the consumer staples sector.

[Alberto @x__Alberto__x]

@qcapital2020 Free Cash Flow (Non-GAAP) was $5.3 Billion for the Full Year;

Free Cash Flow Excluding the fairlife Contingent Consideration Payment (Non-GAAP) was $11.4 Billion

For 2026 the company expects to generate free cash flow (non-GAAP) of approximately $12.2 billion.

[Alberto @x__Alberto__x]

@lhamtil Congrats! Next 100k will be reached way sooner

[Lawrence Hamtil @lhamtil]

The latest @Pfdshares podcast covers the history of a global consumer icon, Nestlé, which probably knows more about consumers than they know about themselves. Only 1 annual loss in its long history!

https://t.co/HXPYj8MSa5