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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
The Best Food Business
Toby: Colgate is a classic Toby pick to... Well, when I was looking at your thesis, there's an optionality that it might grow. The margins have been surprising. Gross margins have fallen to just below 60%. All of the... they've had all of those headwinds and that will fall to the bottom line pretty quickly. And then if the thesis plays out, it could do like 4X.
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