AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
Lamb West: The Best Company in the Sexy Industry
The company we're going to talk about is it's Lamb West, then. The ticker is LW and I'll just toss it over to you. Despite all those descriptors I used earlier frozen french fries and processing, processed, despite what I thought demand is actually really quite good. In the US and Europe, which are the most mature markets demand grows 100 to 300 bucks per year. So globally demand grows, you know, 300 to 500 bucks per year quite, quite consistently. It's recession resistant volumes actually grew in the financial crisis, which I think says a lot. This isn't financial advice. Please consult a financial advisor, do your own work.
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