Post #5470 by rivervalley on the Berkshire Hathaway board

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I bought a starter position at around 190 and am keeping an eye on some of the factors that are presumably affecting price
1. Cocoa prices...is this cyclical or more secular?
2. GLP-1 drugs...I brought this up before; to what extent will these reduce consumption of sweets vs fast foods vs all food..
3. Rise of off brand ...Mr Beast and future upstarts...Monster, Celsius etc in the beverage space...

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