Inerim market Update 112421

[Centeron631]

Hi Sol

in this update u say: hundreds of thousands of salesmen representing consumer giants like Reckitt, Unilever
and Colgate-Palmolive, face an existential threat to their business

However no comment re how it should affect the stock we bought previously. Any comment how it should affect the Stock Unilever? thks

[harryg]

I don't think that this story is about Unilever or the others so much as about replaceable methods of distribution for products in general.

[Cinnamon]

Hi Sol

in this update u say: hundreds of thousands of salesmen representing consumer giants like Reckitt, Unilever
and Colgate-Palmolive, face an existential threat to their business

However no comment re how it should affect the stock we bought previously. Any comment how it should affect the Stock Unilever? thks

I think the reason SOL did not mention anything is that there is nothing to mention. If the middlemen are cut out, it stands to reason that business will not be affected at all. in fact, they would be in a position to lower their prices as they will no longer have to discount the merchandise when selling it to the middlemen. or they could offer middlemen prices to the public.

Try not to overthink a situation lol. SOL Is fairly good at getting Tactical Investors out of Harms's way.