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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Colgate Pet Nutrition
Colgate has had a lot of headwinds over the last few years. The activist firm behind Hills Pet Nutrition is trying to get Colgate to spin off its pet nutrition business. If this happens, it could be worth about $20 billion and that's close to found value for Colgate. It would give them some upside on their current 22-to-30 times multiple.
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