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Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

Focused Compounding

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Is Craft Hinds a Good Investment?

K h c was able to raise prices significantly the past year. The issue is that certain thingsa amazon cosco, amazon target cosco and walmart, have a lot more bargaining power than they used to. Having ligher pricing power is really useful. But i think it used to be easier for craft hinds er, for those brands, i should say, to raise their prices without a lot of back an stuff like that.

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