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Pfizer Booster Shot Restores Covid Protection

Bloomberg Businessweek

Do You Think Supply Chain Constraints Will Be Manageable?

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We're seeing companies like proctor and gamble take a hit to their bottom line as a result of this. We do think these problems are going t be with us for longer than many of us had hoped, evenas as recently as six months ago. For us, we are really looking for those companies that are gong to have a pricing power. And you just gave two good examples of some companies are able to raise prices, other companies are having to eat some of those costs.

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