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9min chapter
EP #201 | 3 European Companies with high ROIC | & NN Group becoming a Bank?
Dividend Talk
Challenges and Opportunities in Beverage Companies
This chapter delves into the performance of beverage companies amid factors like the influence of the Muslim community and Chinese trade restrictions, while debating whether these factors present threats or opportunities. It also explores the struggles of companies like Diageo due to shifting consumer behavior, globalization saturation, and changes in secular trends related to alcohol consumption, alongside discussing investment opportunities in European high ROIC companies, US renewable energy firms, and healthcare stocks.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode