The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Frerichs: Companies Abandoning ESG and DEI Will Massively Outperform
“I think this is actually an interesting opportunity to see which companies are walking back from a lot of the ESG and DI commitments. I think those ones are going to massively outperform the ones that try and serve every single.”
Frerichs: 3G Capital's Zero-Based Budgeting Model Only Works with Acquisitions
“The first one is that sort of the InBev style, which was the three G capital InBev zero based budgeting operating style. It only works when you have things to buy. Some degree, these guys got too successful. They bought everything. There was nothing left to bu…”
Frerichs: Anheuser-Busch Vetoed Black Rifle Coffee Deal as Too Controversial
“I tried to do a partnership with Black Rifle Coffee Company when I was at Anheuser-Busch. This made all the sense in the world. I mean, the guy who's drinking a six pack of Budweiser at night is a lot of times drinking Black Rifle Coffee in the morning. And, b…”
Frerichs: Bud Light Backlash Erased $40 Billion in Market Cap
“The company lost millions of customers, billions of dollars of shareholder value, and forty billion dollars have been erased since this happened. Thousands of people have lost their jobs. They work with tons of independent distributors, family owned distributo…”
Frerichs: Big Three Asset Managers Lead 95% of S&P 500 Companies
“BlackRock, State Street, Vanguard have 20 trillion dollars of capital. They are the single largest shareholder, 95% of the S&P 500, and they have an outsized influence with the 20 to 30% of the shares they can vote.”
Frerichs: Zuckerberg Won't Censor Again, Goldman Won't Return to Quotas
“I actually think folks like Mark Zuckerberg, he's not going to censor speech again. I don't think that you're going to have Goldman going back to some of the quota systems that they were implementing.”
Frerichs: California's $280B Pension Fund Funded at 80 Cents per Dollar
“So the state of California is the largest pension fund in the United States. It's two hundred and eighty billion dollars. And what's crazy right now is they're only being funded at about 80 cents on the dollar.”
Frerichs: Costco Doubles Down on DEI and Supplier Diversity Quotas
“Costco over the last week has really doubled down on their DI initiatives, continue to have supplier quotas in terms of how they're going to get products.”