consumables
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 11, 2019 by Jason Karp · across every show →
Everything said about consumables, oldest first
Nov 11, 2019 bullish
Karp: Consumable goods share software attributes like high replenishment and recession resistance
“The reason I like consumables, just to take a step back, is it has a lot of attributes similar to software, where it's generally recession resistant, it's not cyclical, and it has a very high replenishment rate.”