Tuesday, September 30, 2014

The Warren Buffett Of Flavors



Disclosure: Long Frutarom (the Tel Aviv listed shares). Please read our full disclaimer.

Ori Yehudai of Frutarom may be the best manager at the best company you never heard of.

Frutarom's CEO, Ori Yehudai

For the past twenty-eight years, Ori Yehudai has been quietly building an empire. Out of a nondescript office near the Mediterranean Sea in Herzliya, Israel, Yehudai has grown Frutarom's sales from $3.5 million in 1986 to $792 million in 2013, adjusted for acquisitions. He's targeting crossing the $1 billion mark in the near future. Although few outside the industry have heard of Frutarom, today it is one of the ten largest flavor and fine ingredients companies in the world. Under Yehudai's leadership, investors in Frutarom's 1996 IPO have made over 110x their money.
You can read our full article here.

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Catching Up With Barfresh's CEO: Others Can Only Dream Of What We Have



Disclosure: Long BRFH. Please read our full disclaimer.

Summary
  • Barfresh has been quietly executing on its business plan.
  • Barfresh’s agreement with Sysco, the largest food service company in the country, is a game changer.
  • We provide an update interview with the company’s CEO.
In December of last year, we explained why we invested $2 million in a tiny, early stage company called Barfresh (OTCQB:BRFH). Since that article we have added to our investment in the company. Barfresh remains in the risk portion of our portfolio, yet we are excited about what this company can turn into. We've heard more than one investor call this company the next Green Mountain (NASDAQ:GMCR).

 You can read our full article here.

Legal Disclaimer      Twitter: @lazarusip