[Music] So uh no this is a question which I asked a lot by college students especially how did you start and uh how did you get the idea and uh you know what was the journey me and what I wish to share today with a lot of you here and people will be listening in later is my experience of the last uh 20 uh you know 22 years in building yamoking and the mistakes which I made and I have tried to distill it over here hoping that you will learn from it and avoid those mistakes and uh benefit from it. So there is ...

Company Overview - Nestlé S.A. is a leading player in the food industry, with a strong portfolio of brands including Nescafé, KitKat, and Purina, operating in over 180 countries [1] Analyst Background - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology, and has transitioned to a value investing-focused platform [1] Research Focus - The analyst has researched more than 1000 companies, with a particular interest in metals and mining stocks, while also being comfortable covering consumer discretionary/staples, REITs, and utilities [1]

Company Overview - Nestlé S.A. is a leading player in the food industry, with a strong portfolio of brands including Nescafé, KitKat, and Purina, operating in over 180 countries [1] Market Position - The company dominates most of its markets, showcasing its significant presence and influence in the global food sector [1] Research Background - The analysis reflects over 10 years of experience in researching various companies across multiple sectors, including commodities and technology, indicating a comprehensive understanding of market dynamics [1]

Legendary Foods CEO Ron Penna sold his first protein bar company for $1 billion. His newest flex is selling fitness freaks ‘healthy’ versions of cinnamon rolls, donuts and chips—and now brings in $180 million in revenue. https://t.co/O7e7QLRY63 (Photo: Ethan Pines for Forbes) https://t.co/1J2kESz9bj ...

Group 1 - There is a significant trend in the US towards healthier, natural, and organic products, particularly in the food industry [1] - This movement is gaining momentum across various industries, indicating a broader shift in consumer preferences [1]

Core Viewpoint - Kraft Heinz is splitting into two separate companies to better focus on their respective markets, amid struggles with share performance and changing consumer preferences [1][2][10]. Company Structure - The split will create Global Taste Elevation Co., focusing on faster-growing sauces and condiments, and North American Grocery Co., which will manage the North American grocery business [1][8]. Financial Performance - In 2024, Global Taste Elevation is projected to generate net sales of $15.4 billion and adjusted EBITDA of $4 billion, while North American Grocery is expected to generate about $10.4 billion in sales and adjusted EBITDA of $2.3 billion [8][9]. Shareholder Sentiment - Warren Buffett expressed disappointment with the split decision, highlighting concerns over the $300 million in expenses and the lack of a shareholder vote [3][5]. Strategic Challenges - The company has faced challenges due to a diverse portfolio of brands, making it difficult to focus and achieve strong market share [10]. Future Outlook - The split is expected to close in the second half of 2026, with a focus on maintaining a high dividend yield while addressing debt reallocation [11][12].

Company Performance - Legendary Foods' revenue reaches $180 million [1] Entrepreneurial Success - CEO Ron Penna previously sold a protein bar company for $1 billion [1] Product Strategy - The company sells "healthy" versions of typically unhealthy foods like cinnamon rolls, donuts, and chips [1]

Another leadership change comes as the food giant grapples with higher costs, weaker demand and pressure to make healthier products https://t.co/gZzh7QEmXB ...

Group 1 - The consumer is currently facing pressures related to inflation and the job market, which is consistent with broader market trends [1] - The company's category is unique due to the presence of private label products, which have been in long-term decline but typically see a rise during economic uncertainty [1]

People are cooking more meals at home than they were during the pandemic, a trend that food companies said is helping buoy some of their staples at a tumultuous time in the economy https://t.co/DJKrdijFdE ...