I like this. Packaging is an underrated sector. For the right company, it can be a kind of non-cyclical hidden champion - and a perfect example of “picks and shovels.” Btw I even started thinking about how the actual picks and shovels were packaged, but that’s a side track...
The stocks you highlight are interesting. At the moment, I only own a small Indonesian pharmaceutical packaging company, but I could definitely see myself owning more companies of this kind in the future. Thanks for the great inspiration!
I like this. Packaging is an underrated sector. For the right company, it can be a kind of non-cyclical hidden champion - and a perfect example of “picks and shovels.” Btw I even started thinking about how the actual picks and shovels were packaged, but that’s a side track...
The stocks you highlight are interesting. At the moment, I only own a small Indonesian pharmaceutical packaging company, but I could definitely see myself owning more companies of this kind in the future. Thanks for the great inspiration!
"how the actual picks and shovels were packaged.." - funny!