See's Candies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 10, 2017 by Tom Russo · said 6 times in 3 episodes since 2017 · across every show →
Mentions by year
brought up most by Tom Russo (4), Morgan Housel (1), Chamath Palihapitiya (1)
tap a year for its mentions
2020 2 mentions in 2 episodes 1 per episode
2017 4 mentions in 1 episode
Everything said about See's Candies, oldest first
Jul 10, 2017 positive
Substitute-free brands enable inelastic pricing and continuous intrinsic value growth
“That whole notion of price increasing for a brand that had, in the perception of the consumer, no adequate substitute, which delivered price inelastic demand, allowing Warren to raise prices each year to show growth in operating income, and hence the growth in…”