by Scolopax | Apr 11, 2024 | QUICK TAKES |
Interesting data from Barry Callebaut : “We see a mix shift from food manufacturers or branded food manufacturers into private label.” Market share of private label in Chocolate confectionery is now above...
by Scolopax | Apr 7, 2024 | REFLECTIONS |
This was my final internship. I had had 2 previous experiences on the sell side where I understood it wasn’t what I wanted to do. I wanted to be on the other side, take the long view, and build something that “compounds”. I had joined an asset manager where I worked...