Nestle
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 5, 2024 by Christopher Davis · across every show →
Everything said about Nestle, oldest first
Mar 5, 2024
Davis: De-risking from Wells Fargo to Nestlé in 2008 led to underperformance
“So, we de-risk the portfolio. Now, I had studied my dad enough to know that going to 30% cash was not the right thing to do, but it may have been, you know, selling some wells and buying Nestle. That ensures that if the crisis gets worse, we're gonna own busin…”