Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
Lamb West: The Best Company in the Sexy Industry
01:34 • 3min
The Three Player Oligopoly in the Cane Industry
04:27 • 5min
The Value of LW Stock
09:18 • 3min
The Markets Got This Price as a Nice Opportunity
11:52 • 5min
The Importance of Margin Outlook in Lamb
16:31 • 2min
Why Were Cogs Up 20% Last Year?
18:10 • 4min
The Columbia Basin's Competitive Advantage in Potato Production
22:01 • 3min
McDonald's Global Margin
25:21 • 3min
The Advantages of Scale in the Frozen Food Industry
28:18 • 2min
The Future of McDonald's
30:23 • 4min
The Supply Constraint Story in the Potato Industry
34:19 • 3min
The Stock's Capital Allocation Policy
37:19 • 2min
The European JB's Leverage Target
39:34 • 3min
The Company's Internal Plan for Margin Expansion
42:18 • 2min
The End Games for the French Fry Company
44:37 • 3min
The Warren Buffett Business
47:19 • 3min
The Importance of Branded CPG Food
49:54 • 3min
Lamb's Share in Emerging Markets
52:44 • 2min
The Consumer Preferences for French Fries
54:32 • 2min
The Risks of Frozen French Fries
56:10 • 3min