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Raoul Pal· 2025-11-24 12:03
RT Julien Bittel, CFA (@BittelJulien)I wanted to give everyone something meaningful, a gift…This comes from Global Macro Investor (GMI) and a deep, long-running body of research developed by @RaoulGMI and myself.Many of you already know The Everything Code, which is our framework for understanding the macro landscape and why major central banks are debasing their currencies to manage aging demographics and overwhelming debt loads.I call this a gift because these four charts, while only scratching the surfac ...
The Coca-Cola Company (KO) Presents at dbAccess Global Consumer Conference Transcript
Seeking Alpha· 2025-06-05 11:27
Industry Overview - The beverage industry is considered to have favorable long-term growth prospects, driven by population growth and increased consumer spending [3] - Urbanization is a significant trend that is expected to continue influencing the industry positively [3] Company Positioning - The Coca-Cola Company operates in a competitive environment but has unique advantages that allow it to thrive despite challenges [2] - The company benefits from its ability to access a growing consumer base, which is expected to expand over time [3]