Re: Two promising equities!
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Lifeway kefir is pretty damn good, it's basically like a mix between yogurt and a smoothie.
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What's preventing another company from duplicating this?
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Nothing. And Lifeway sucks as a company. They got all their money from dominating the barren Russian / eastern euro foods market by through heavy overpricing in specialty stores. They would have gotten destroyed in any supermarket, which is what will happen with kefir.
And finally, the russian way of doing business has never scaled into the US, and never will. Cutthroat efficiency and presence of laws are the 2 biggest differences. For the next 10 yrs at least, investing in Russian managed companies that do consumer-based business in developed economies will not be a good play.
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