The team from Half Moon Capital, Eric DeLamarter and Brandon Carnovale, come back on the pod to discuss their thesis on Keurig Dr Pepper Inc. (NASDAQ: KDP). For more on their KDP thesis, see their initial thesis from July
Great paragraph: "This year has just been the year where it shows just how thick the left tails are in the market. Like who thought a bank could blow up because they own too many US long-term US treasuries, who thought investing in AT&T might turn out that they were killing all of their customers and communities with lead, and who would've thought like Bud Light could send an influencer what, $50, a hundred dollars worth of gifts and basically destroy or maybe not destroy, but put at risk a lot of their brand value."
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pepper $KDP (podcast #185)
Great paragraph: "This year has just been the year where it shows just how thick the left tails are in the market. Like who thought a bank could blow up because they own too many US long-term US treasuries, who thought investing in AT&T might turn out that they were killing all of their customers and communities with lead, and who would've thought like Bud Light could send an influencer what, $50, a hundred dollars worth of gifts and basically destroy or maybe not destroy, but put at risk a lot of their brand value."