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AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Importance of Branded CPG Food
Finchwood: The industry has lived through Atkins. It's lived through South Beach. And it's been pretty resilient. Finchwood: There is no brand at lamb, right? Really? But you know, it's a consumer stable that grows. You can look at the universe of branded CPG food or just branded CPG and you know, pretty consistently 20 to 25, 30 times earnings.
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