February 17, 2021· 46 min

How Boring Food and Beverage Companies Turn into Huge Stock Winners Year after Year

Orality
Model
89%
Highly oral (epic poetry, sermons, hip-hop)

Speaker Breakdown

HostTracy Alloway(2,179 words)
M:93%
HostJoe Weisenthal(1,250 words)
M:29%
GuestJonathan Fell(3,939 words)
M:28%

Oral Indicators

Agonistic27%
basically, certainly, absolutely
Engagement64%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
they (76x), know (65x), like (57x)
Parallelism98%
And I'm Tracy Alloway...., So, Tracy, you know, back in t..., But go on....
Sound Patterns64%
51 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases7%
you know what, i mean, the bottom line

Literate Indicators

Hedging11%
maybe, could, quite
Passive Voice4%
was even, was founded, are open
Abstract Nouns14%
investment, apartment, appreciation
Subordination11%
because, while, since
Sentence Length50%
Avg: 17.6 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style36%
517 personal pronouns found
Descriptive Style100%
supply, basically, directly

Description

During the worst of the pandemic, people loaded up on staples from their grocery store. Shelf-stable food items, beverages, canned tuna, canned soup, chips... all that kind of stuff. But the big food and consumer staples companies have been huge winners outside of the pandemic. In fact, as an industry, these companies have some of the best track records in the market. On this episode, we speak with Jonathan Fell, the co-founder of Ash Park, an investment firm that specializes in these companies, to talk about how these companies win year after year. What do you love about Odd Lots? What topics do you want to see on upcoming episodes? Share your feedback about the show by completing our first-ever listener survey. See omnystudio.com/listener for privacy information.