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Jul 19, 2022Liked by Graham Neary

A useful insight Graham. Dominant market share achieved through quality and added value, and therefore a good moat.

What price/sales ratio before a PepsiCo or Diagio take an interest ?.

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Jul 19, 2022Liked by Graham Neary

A nice summary of price vs value conundrums

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Nice article Graham although I wouldn't put too much weight on CEO share purchases given the huge amounts of money taken out by directors since IPO. A few years ago the key to cracking America was growth in the "brown drinks" sector and that was always going to be tougher than the G&T market over there. I don't know if this is still their target?

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