I started calling myself the human version of Unilever. Unilever started in food and beverage, divesting itself out of it, and is largely a personal care company today. That's because the dynamics of those categories are more attractive.
“And that's because I think the dynamics and the characteristics of those categories are more attractive.”
And I used to joke with people that I I started calling myself the human version of Unilever. Right? So if you look at Unilever as a company, Unilever started a lot in food and beverage, started doing less and less of it, divesting itself out of it, and Unilever's largely a personal care and well the and and wellness company today. And that's because I think the dynamics and the characteristics of those categories are more attractive. So when I was a food investor, what would I typically see? I would see a brand that would be lucky to have a gross margin profile in the forties.
Why this clip
Creative analogy comparing personal investment evolution to corporate strategy. Shows pattern recognition between individual investor behavior and large company portfolio optimization decisions.
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