14 Comments

Still, a million dollars, this makes me have some misgivings about Pepsi's capital allocation.

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Jan 27, 2023·edited Jan 27, 2023Liked by Conor Mac

How did you stumble across the document in the first place? Seems like a topic that most involved parties would be happy to keep quiet on.

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Conor, you are too much! That was hysterical and I had to show it to my wife. Unbelievable!

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Jan 26, 2023Liked by Conor Mac

Your commentary is a joy to read. You have the whole narrative momentum thing working for you. You come to the topic with a finance mind but allow your humanity to be gobsmacked by the sheer lunacy of what you discover. I am glad I was not a Pepsi employee present during that presentation.

A shout-out for Vance Packard's old but astoundingly relevant, The Hidden Persuaders...

https://www.amazon.co.uk/Hidden-Persuaders-Vance-Packard/dp/097884310X/

Amid your voluminous reading, you might enjoy Vance's book as well. (Which assumes you have not already read it.)

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Fantastic and funny read. I guess you can't just say "this logo looks much better and modern" and charge a million bucks for it. You need to come up with a whitepaper.

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Conor, that was a fantastically fun read! Keep it up man.

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