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Packaging Industry

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

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CAPITAL ALLOCATORS Disclosure
Lewinsohn: Diameter avoided packaging investments because Americans are consuming less food
“And that's why we haven't made a lot of recent investments in packaging is it seems that Americans are using less, right? Buying less food, even with not on GLP ones.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 1:08:02 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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