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Strategies & Market Trends : Buffettology

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To: Sean Collett who wrote (4676)8/24/2023 12:22:06 PM
From: Harshu Vyas   of 4688
 
Hi Sean,

Similar thesis to yours - eventually, I feel, consumers will forgive. They have short-term memories.
But the management - maybe it's time for a rethink. They're doing too much to a "quality" company - you could leave it alone with no input, and it'd be doing better...

I also just don't understand why they have such terrible liquidity and poor cash flows - in the first half of this year, they didn't even generate free cash flow. It keeps me from investing right now.

As for the downturn, I don't think they suffer - it's a defensive.

Best,
Harshu Vyas
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