Replay | Consumer Staples Idea Hunt

04/28/22 04:31PM EDT

We hosted our Q2 Idea Hunt on Thursday, April 28.

We vetted two Consumer Staples companies in our Idea Hunt, Monster Energy and TreeHouse Foods. 

Our investment themes for Monster Energy:

Replay | Consumer Staples Idea Hunt - MNST thesis

Our investment themes for TreeHouse Foods:

Replay | Consumer Staples Idea Hunt - THS thesis

CLICK HERE for the webcast replay and materials.

Replay | Consumer Staples Idea Hunt - Idea Hunt

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