In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks memo is "The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum"
Memo Link: Two Ends of the Strategy Spectrum
3rd Memo in the Series: Assessing Retail Strategies with The Inventory Value Capture Index on the Value Capture Index
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Show Notes
(0:00) – A Bit About this Memo
(3:49) –Memo Reading Starts
(15:39) – Explaining Some Key Ideas from the Memo
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
