ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
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SABMiller/AB InBev South Africa Review in "Very Advanced" Stage
South Africa’s Competition Commission is negotiating a further extension to make its recommendation on SABMiller/Anheuser-Busch InBev’s planned...
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DOJ Said to Eye Vertical Issues in Beer Merger
Antitrust investigators at the Department of Justice are said to be taking a deep dive into the vertical issues of the giant...
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