Brand Moats for Oats

"The company manufactures South African favourites that are found in most middle income households across the depth and breadth of the country, All Gold, Albany, Tastic, Fatti's and Moni's (did those brothers really exist, like Charles Glass?), Koo, Oros, Black Cat and of course the old favourite, Jungle Oats."   To market to market to … Continue reading Brand Moats for Oats


9 Lives

"Tiger brands reported their full numbers to end September, both the CEO Lawrence Macdougall, (relatively new at the business) and the CFO, Noel Doyle, (an old timer at the business) were on the telly yesterday on CNBC"   To market to market to buy a fat pig A local inflation read, comfortably outside of the … Continue reading 9 Lives