Matt Cochrane - Moats and More
The Business Brew
I've Been Reticent and I'm Down Overall on My Position Because It's Not Averaging in Uh
When both of bought Coke right and it was uh you know Coke didn't have great capital allocation and they were messing around in other tangential areas. Over the years when i've averaged into it i'm i'm down overall on my position because it's not averaging in You're not alone man a lot.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
