This chapter explores the potential merger of Mars and its implications for competition within the packaged food market, particularly against Pepsi. The discussion emphasizes the importance of efficiency and consolidation in the low-margin industry as companies navigate evolving competitive dynamics.
Here’s why investors could win.
(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.
Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.
Learn more about the Range Rover Sport at www.landorverusa.com
Companies discussed: GOOG, GOOGL, K, ENPH, SEDG
Host: Mary Long
Guests: Tim Beyers, Jason Hall, Ricky Mulvey
Engineer: Dan Boyd
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