The recent bad news about Kraft Heinz should not come as a surprise. Look out for the bad news to continue from the US consumer titans. Show More
Warren Buffett famously favours companies with strong competitive moats. A look at his results investing in Coca-Cola and See’s Candies, it’s not hard to see why. Moats exist everywhere, but not all are created equal. Large, global companies are sometimes able to create a moat so strong that it can... Show More
Diverging fortunes of Coca-Cola Amatil (CCL) in Australia and NYSE-listed Coca-Cola (KO) shows CCL's underperformance is not all linked to changing consumer tastes even as both companies embark on cost cutting restructures. Add that to the outlook for the $A/$US exchange rate and you can see why KO is likely... Show More
