This was just an excellent interview. Historically I have noted Mr Lee's investment decisions. I never liked the cussons idea, but now I find out his history regarding this company (being on board) now completes the picture. Interesting to note the value of brands from the hotel Chocolat offer. I never rated them with disastrous expansion, but Cadbury reckon 100 per cent premium is ok. Eye opener. The questions from the interviewer were also spot on. Wasn't looking for absolute winners/ losers recommendations . Lovely to hear that like Anna Karena that we all have some good uns, and some disasters. This is what Ic do well, small caps, which have fewer analyst coverage, and not the boring USA big 7 plus ai , available every where. Remember, AI is just an algorithm, nothing more. With new York times et al after them for stealing content, one toss of the coin could end the data they require to feed the algo. Interesting times, more small cap coverage please ic , it's your strength ...
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