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TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein
We Study Billionaires - The Investor’s Podcast Network
The Church and Dwight One
I would say that in the sense management was blindsided by the macro of our environment particularly sales. The cost passing on the cost of goods in a sector that's very competitive as far as cost. They had a difficulty doing that. And so that led me to instinctively I tend to like it if it gets into a little trouble.
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