How a West Palm Beach start up disrupted the $35 billion vitamins industry
Mr. Organic (Brenhouse)'s Profile
Mr. Organic (Brenhouse)
Fantastic post and extremely thought provoking. I am amazed that a commodity gypsum manufacturer can achieve EBITDA margins near 30%. What do through-the-cycle margins look like for CBP? How can the company flex its non-labor inputs in a downturn to maintain profitability?
Great post! Thinking more broadly about Goldman’s business model and the increasing role of regulators in investment banking activities, how do you expect Goldman to pivot their operating strategy to remain competitive with new alternative lenders (e.g. GSO, Blackrock, Golub) and boutique advisory firms (e.g. Evercore, Centerbridge)? How do you expect Goldman’s new HR policies to offset the fundamental risks that investment banks now face?