#23 | A 170-year-old French compounder | w/ Heavy Moat Investments | Robertet Deep Dive
In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market.
As a family-led company with over 170 years of expertise, Robertet has carved out a unique position as a leader in 100% natural ingredients, supplying premium brands across the food, beverage, and cosmetics industries.
In this episode, we talk about:
Robertet's history
The business model
The sector & industry
Competitve advantage
Financials
Management
And valuation
We hope you enjoy, learn and gain some new insights!
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