This episode is brought to you by:
Tegus. Tegus, the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can’t be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick.

Show Notes

(00:03:33) - (First question) - Exploring Coca-Cola's unique business model

(00:05:57) - Comparing Coca Cola's size to its competitors

(00:07:30) - Delving into the history of the company

(00:12:28) - Contrasting a bottling business with brand building and distribution

(00:18:53) - Examining how Coca-Cola has maintained consistent growth and driven revenue

(00:23:49) - Discussing Coca Cola's 20% ownership of Monster Energy

(00:27:11) - Assessing Coca Cola's approach to capital allocation for value creation

(00:30:33) - Highlighting the most dynamic growth segment in Coca Cola's portfolio

(00:33:43) - Breaking down Coca Cola's business by region

(00:37:39) - Adjusting to emerging risks in the marketplace

(00:41:11) - Lessons learned from studying Coca Cola