Why FMCG is life - A Thread

From morning to night

Brushing - Colgate
10 Yr CAGR- 14%

Coffee - Nescafé - Nestle
Last 10 Yr CAGR - 17%

Bath - Lifebuoy / Lux - HUL (You wont stop having a bath)
10 Yr CAGR - 24%

Breakfast - Breads - Britannia
10 Yr CAGR - 34%

Continued ....

Footwear- Bata Shoes (You wont stop wearing shoes even after 10 yrs)
10 Yr CAGR -24%

Relaxo- 10 Yr CAGR - 51%

Watches -Titan (Been a customer of Titan for last 8 yrs)
10 Yr CAGR - 24%

Refrigerator - Whirlpool
10 Yr CAGR - 27%

Air Condition - Voltas
10 Yr CAGR - 20%

Continued
Hair Oil - Parachute - Marico
Last 10 Yr CAGR - 21%

Chawanprash - Dabur - Boost Immunity
Last 10 Yr CAGR - 18%

Always Invest in companies you have been using for last 10 years and will be using for another 10 years.

8 out of 10 times you will be right 😎

Happy Investing 😎😎

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The entire discussion around Facebook’s disclosures of what happened in 2016 is very frustrating. No exec stopped any investigations, but there were a lot of heated discussions about what to publish and when.


In the spring and summer of 2016, as reported by the Times, activity we traced to GRU was reported to the FBI. This was the standard model of interaction companies used for nation-state attacks against likely US targeted.

In the Spring of 2017, after a deep dive into the Fake News phenomena, the security team wanted to publish an update that covered what we had learned. At this point, we didn’t have any advertising content or the big IRA cluster, but we did know about the GRU model.

This report when through dozens of edits as different equities were represented. I did not have any meetings with Sheryl on the paper, but I can’t speak to whether she was in the loop with my higher-ups.

In the end, the difficult question of attribution was settled by us pointing to the DNI report instead of saying Russia or GRU directly. In my pre-briefs with members of Congress, I made it clear that we believed this action was GRU.