Investment Roundtable—Reexamining the Post-Pandemic Consumer 22 October 2021 Our investment roundtable brings together various Diamond Hill investment professionals to discuss relevant and timely topics. Today, we’re joined by portfolio managers Grady Burkett, CFA, and Henry Song, CFA, as well as research analyst Tim Myers, CFA, to discuss how the pandemic has impacted the consumer and companies that rely on consumers. More
Back to the Future — The Consumer Goods Industry 23 June 2021 Packaged goods have been mainstays in American households for generations. But consumer staples companies are at a crossroads — should products prioritize convenience or promote healthy living? Analyst Tim Myers, CFA, shares his view on the evolution of the industry and why companies may want to look to their past as they plan for the future. More
Breaking Up With Old Habits – Podcast 14 October 2020 Will consumption habits formed amid pandemic shut-downs be more lasting? Perhaps—and that can be key in understanding future demand patterns and how those influence businesses’ long-term earnings power. Listen