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We Found Zack Fox's Top Secret Lemon Pepper Wing Spot, Should We Blow Up The Spot – Hook And Loop Sanding Block

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Fri, 19 Jul 2024 16:43:49 +0000

As I said, you have to have courage, and you can't really have the courage if you don't have the passion and the grit to get you there. It's not easy sometimes. I wonder if you agree with that. I find mfs like you really interesting things. You are able to go into the detail and appreciate the context and the minutia. We had another example on the mining sector, again, where we've been engaging very significantly with a company that has had a checkered past, but where we do recognize their commitment to change. So we are much more frequent, we are much more frequently asked for money effectively. Again, it's just a little-. So, we've talked about lots of different ways, really, which a company can display pricing power with scale economics, distribution networks, capital costs, innovation in products, strong branding of luxury goods.

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I really love that angle of it. But now we have better data, better compute power to be able to start to internalize some of those things. But there are definitely some lessons I think that we can use and we can apply. I don't think that's common wisdom. To hear it from a bond investor is always heartwarming, I think, for everybody. I find mfs like you really interesting questions. And we've seen with the consumer products companies, for example, we've seen some major announcements and target setting around their plastics, plastics use and the changes to the actual product packaging. And in many cases, it's been really helpful.

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So I think getting some other, maybe not dissenting opinions, but just people from different backgrounds might be very useful, and that can really help us stress test our assumptions. So I think about those two things and how we can facilitate that not only within our organization, but how we advocated for that more broadly is the value of this kind of collective wisdom, the collective expertise, but also not falling down and being too dogmatic about certain things of ways that we can approach them today given what we know, given we know how much there is to come and how much is yet to emerge in terms of how we're actually going to address some of these systemic issues. The industry here is very consolidated. We Found Zack Fox's Top Secret Lemon Pepper Wing Spot, Should We Blow Up The Spot. I like it a lot, the whole being more than the sum of its parts.

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But I have very wide interests in reading. I'm going to have to come up with a menu-based analogy for you later on. So, again, these are just some of the ways that the last piece on the supply chain, was some of that unstructured data. He's a terrific author, and thinker, and I think has borrowed a lot from that system's thinking. That's my sanctuary. This shit taste insane though shit. I find mfs like you really interesting post. We want to see all companies have their scope, one, two, and three emissions disclosed. Of course, we have to avoid the risk, but there's also a huge amount of opportunities. It's the G pillar in both ways, but they're implemented and manifested differently. We've got Pikachu, Bulbasaur and Charmander coming out of our ears. And then we have, of course, the generalists who are looking at, you know, I've seen companies like this before.

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There's a series of industry deals over the last 20 years, which has moved the competitive landscape from six key global players to really just three major global players today. It's not a lot of time. Maybe not the absolute kindest but a kind thing that someone has done for you? We're also drowning in Pokemon over here. So, from that perspective, in terms of brands and that, how do you think about pricing power on those businesses? Yeah, so there's nothing like just giving you a whole column of gross margins over time. All right, George, so I put embracing complexity on the docket. No, but it's going to stretch you. And that kind of spend creates tremendous opportunities.

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Like you said, you kind of make that link immediately. And going way back, my house was sort of at the intersection of the most incredible national park, Waskesiu National Park, and a polluting pulp mill that just reeked multiple weeks of the year. What do you think we missed, and what should we maybe focus on for next season? Sometimes they can actually increase in value for certain products. You need people that are resilient, that have grit and that can adapt to change, because the world is changing quite quickly. And for two plus two to be five, you need to bring more than just the expert knowledge to the table.

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When you're going to invest over seven, eight, nine, 10 plus years, you're really looking at places where, again, people are, they want to stay, they want to get involved, they want to work really hard and be productive, and really contribute to an outstanding opportunity that they see in front of them. It's much about demand and how those things interact to drive ultimate profitability. And I think for fields of knowledge work, it's incredibly important. What is pricing power and why does it matter? And I was going to ask you a question if, given your role is to again, ultimately create alpha, to have a differentiated view to the marketplace, if there are spaces in which you believe you think your philosophy or approach, be it to ESG or anything else, is differentiated or contradicts what we might think of as conventional market wisdom. Again, in that more leadership capacity, is there anything there that you can share in terms of how it works for the specialist teams? And then, though, I joined MFS in 2001, which was the greatest gift, frankly, and it's just been an amazing opportunity to invest as first a specialist, and now a generalist. And we want very, very low diversity on that. So, just, you know, kind of a whole area that we didn't touch quite as much on in this discussion, but is incredibly important, and something that we do a lot of deep diving into because of its importance. I was like, "I'm well on this journey. Vish Hindocha: Again, just thinking about your journey from there, Silicon Valley, you mentioned and obviously, as an investor at MFS and the different roles that you've had at MFS, I'd love to know what is your driving motivation? From there, went into the asset management side and joined MFS about 10 years ago. You have to assemble the team in a completely different way. Are there any kind of company level examples or specific ideas that you think about that sort of help to flesh out the process, the thesis and how that sort of shifts, and the dynamism that we've talked about through time?

The payback periods of investing into these new products and services tends to be quite short and provide some cover for price increases, especially so in the current environment of high energy costs. No forecast can be guaranteed as performance is no guarantee a future result. And it's kind of like the greatest part of every single day, just knowing that there are so many things that you don't know in the morning, that you're going to just be digging into, so that you're getting a better idea. I guess just one other thing, because we've talked a lot about data. And it's good to know that companies are alive to some of those risks and issues, but like you said, they can manifest extremely quickly. One of the big differences between a science-based target and a net-zero approach is the use of carbon offsets.

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