The reason ascribed by Marcellus to drop Relaxo is loss of market share and uphill task to recover ceded space to competitors. Which means no moat. And the reason why it was bought was it had impeachable moat and ability to own for a decade. I Rest my case.
— Safir (@safiranand) Jan 20, 2023
via Twitter https://twitter.com/safiranand
January 20, 2023 at 09:50AM
No comments:
Post a Comment