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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is Colgate a Price Sensitive Company?
As a product group, you would probably say that the products are generally priced in elastic. It's very difficult to push that over to consumers because everyone sort of has to agree that you keep the prices high. And so it's not because I'm not optimistic about Colgate. I think they would do well as a company. But I would expect a lot of marketing to be squeezed over the next few years whenever you look at the multiples.
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