Brian T. Gladden – Mondelez International, Inc. On cocoa and dairy prices “On commodities, I would just say a couple of things. One, as you think about cocoa,…clearly there has been a fairly significant move in cocoa prices….the hedge window … Continued
Mondelez (MDLZ), maker of snack foods such as Oreos, Chief Media Officer Bonin Bough explained they are moving more and more advertising dollars into the mobile space “Mobile is the most profound disruption we’ve ever seen in business. People are living … Continued
E*TRADE Financial (ETFC) Paul Thomas Idzik on Q3 2015 Results There’s a big penalty for a bank when it crosses $50B in assets in the form of greater regulatory spending “as I said many times in previous calls when this … Continued
Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Hyperinflation in Argentina and Brazil “Turning to Latin America, organic revenue grew 12.3% for the year, almost entirely … Continued