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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Colgate's Cost Pressures Are Going to Be Going Away
The main story for Colgate has been that cost pressure. There's not a lot of places that they can go when they find those cost pressures. The top line is going to be like inflation. I don't think it'll be particularly impressive, but it won't be going backwards. Hori: You're getting a reasonably good price to take that bet here,. But I do acknowledge everything you said.
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