Very good. I enjoyed this. It's interesting to read other people's analysis on names that I have done deep dives on. I particularly enjoyed the chart with the reasons for the price moves added in.
Thanks. I would love some more colour on export yoghurt, in particular private Vs own label mix and country mix. I would guess majority private label, but I have no idea how valuable the UK and Italy market is to them.
Very good. I enjoyed this. It's interesting to read other people's analysis on names that I have done deep dives on. I particularly enjoyed the chart with the reasons for the price moves added in.
Just came across your piece - nice work. I’m speaking to management in 2 weeks if you have any questions you’d like me to work in.
Also, have a good one coming for you on Tuesday.
Thanks. I would love some more colour on export yoghurt, in particular private Vs own label mix and country mix. I would guess majority private label, but I have no idea how valuable the UK and Italy market is to them.
No paywall - a look at the style of deep dives. Real numbers and outputs, no handwaving.