BullDog wrote:simoan wrote:The 2024 AGM video is now available on the website here; https://www.fundsmith.co.uk/tv/
Always worth a watch IMO especially with much more time given over to the Q&A these days. Interesting that their thoughts on Unilever are very much in line with my own.
Will be fascinating to hear what the bank is that has finally interested Smith enough to make an investment. If he does so, of course. He was a bit of a tease about that prospect.
Yes, bit of a shock hearing they have found a bank that is under consideration. Can’t be many candidates. I’d guess JP Morgan might have the kind of return on equity required.