Investor core thesis remains intact. Evenwhile disgusted.

PaulRen's picture
Submitted by PaulRen on Sun, 19/04/2026 - 11:28am

Clean & clear investor thesis if US/Israel illegal war on Iran induces a global recession.  Let me reflect precisely while narrowly:

The primary three-pillar logic. AAI — pet food for the world is a recession-resistant consumer staple. When tourism slows and Thai domestic economy softens, pet humanization trend doesn't...

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