TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
00:00
Investment Insights: Tencent, Colgate, and Market Challenges
This chapter tackles the long-term viability of Tencent amid China's demographic shifts and regulatory risks for investors in Chinese stocks, alongside a deep dive into the financial health of Colgate. It examines Colgate's diverse product segments, notably how its pet nutrition division presents growth potential and attracts activist investors. Additionally, the discussion brings attention to the broader consumer goods market, emphasizing challenges like inflation and competition that affect profitability and investment strategies.
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
