$EL Estee Lauder Tape Reports
Per Ticker.id: $EL Estee Lauder Tape Reports — 6 podcast mentions across 3 podcasts (30 days), latest 2026-08-19 16:58 UTC.
That is exactly the point. The US Is now in a straight jacket where actually it's very difficult to reduce the, the rate of increase in monetary aggregates because when you slow it down, the stock market will get hit. And this is about the last thing Trump and his cronies want, that the stock market goes down. And Walsh, as the economist, as I Said he probably would like to increase interest rates but I can tell you that his father in law and his wife who own Estee Lauder they don't like increased in interest rates. I feel actually sorry for him because intellectually he's very bright character. He's very well educated economist that actually understands the economy and has the knowledge of classical economies like Marshall and Keynes and Shumpy Terence which Bernanke and even less Yellen never had. Never had.
Marc Faber — Wealthion - Be Financially Resilient · Marc Faber: We're Approaching a Major Market Top & It Ends in Disaster · 2026-06-24The studies show that this comes before advertising usefulness or packaging and price. It's really the main reason, the flavor and fragrance, why people are crazy about some products. Givaudan produce this and these fragrances and flavors. And what's important is that it's a tiny fraction of the client's cost. Their employees are artists. They are scientists. They are experts in nature, chemistry, human emotions. Humans have hundreds of receptors in the body dedicated to smell and taste. And these are linked to our memory, to the brain and to our emotions. So Givaudan's products, they have the critical role of creating, reinforcing the emotional bond between the brands that people love and the consumers. They are really the real innovators behind tons of decade long success. World famous branded products that are sold by the largest usual suspects, multinationals that everybody knows. In HPC you have for example PNG or Unilever, maybe Estee Lauder, l', Oreal, Colgate, Rekit in flavors. In food and beverage you have PepsiCo like Coke, Nestle, Starbucks, maybe Mondelez, Mars, Hershey and lots of famous fast food chains. So sequin industry, as I said, these companies don't really want us to know that the big innovation is coming from Givaudan. Givaudan does even more business with tons of local and regional leaders and disruptive startups, small indie brands around the world who are growing actually much faster. On average in the end, hundred millions if not billions of people are enjoying Givaudin's creations and every single day. But they don't know that, don't know this coming from Gironde. That's crazy. The business provide a strong visibility and growth, strong cash flows and stable cash flow and nice return on capital because thanks to the structure, the value they provide in the end markets, the industry is like a staples like, but better. It seems that most investors don't really know the name, but they are still a very nice business. Defensive, recurring growth, attractive cash flows. The industry is more diversified and you benefit from lots of trend. It just seems better by construction.
Jeremy Fasnacht — Business Breakdowns · Givaudan: The Magic Ingredients · 2026-04-17So if we're talking about consumer staples as an example here, I would encourage people to start paying attention to Coke Here quietly acting better. Hershey's is quietly acting better. Estee Lauder has probably turned here in a very meaningful way. Maybe there's a China read on that name, but Staples roundly have been left for dead. Said, am I ready to say that they're going to be your leadership next year? I'm skeptical of that. But listen, I know, I don't know. I want to be open to where the prices and the markets take me. I certainly don't think that would be impossible, particularly into a midterm election year where you have tended to see a defensive leadership fabric anyway, so I'm alert to that for next year. I'd say the other place kind of left for dead, and we hinted at it, is some of these private capital private credit stocks. The Apollos, the Owls, the Blackstones, which, I mean, they were incredible for so many years prior. They had a bad 2025. I wonder if that's past it at this point.
Steve Eisman — The Real Eisman Playbook · 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40 · 2026-01-05