A lot going on today, so I audio-recorded the $BRG results presentation and listened back to it this afternoon. Results were really solid, with an excellent narrative of what is going on globally in supply chains. But the highlight for me was the Masterclass given by CEO Jim Clayton on supply chain management, as the analysts have repeatedly been on to him about elevanted inventory levels.
If anyone is interested, I can post a link to the audio/video mash-up to the relevant section and make it available here.
Vote for:
a) Supply Chain mash-up and
b) New Product Mashup. (I am going to do something on the supply chain stuff in any event for my MBA class!)
Disc: $BRG held IRL