consumer sector

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 6, 2021 by Ryan Caldbeck · across every show →

Everything said about consumer sector, oldest first

Apr 6, 2021 bullish
Assertion Supported
Caldbeck: Consumer PE averaged 22% IRR over 15 years with half tech's volatility
“According to Cambridge associates, it's averaged a 22% IRR for 15 years, never negative vintage and half the volatility of tech.”
Ryan Caldbeck Apr 6, 2021 ▶ 9:08 The Secret Dataset CPG Gods Use
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