Andy Cross

speaker
412 appearances 5 recordings 1 series first heard Oct 2025 last heard 10 Jul

Andy Cross’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

Appearances

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And so that kind of story, when you think about getting into an early growth story like that, that's the kind of hidden gems that I really love to find and love to invest in.
I look about our history of the same thing with a company like Buffalo Wild Wings.
which was very early on in trying to grow out chicken wings, buffalo wings, in a way that really wasn't done at scale or a company like Chipotle and Starbucks many, many years ago.
So those growth opportunities, and then you have a company that's taking advantage of those.
So I think still a company like Aritia and Retailer, I see some in the biopharma space, whether it's a company like Vertex or Crystal Biotech, symbol K-R-Y-S,
that is doing some really cool things when it comes to treating butterfly skin disease.
And they have a very proprietary process and platform.
And that's what I'm trying to find.
And that are not really quite appreciated by the market that is constantly talking about large cap tech stocks.
Guys, I'm looking at Primo Brands.
Dan, this is symbol PRMB, a market cap of $8.5 billion.
Primo Brands provides bottled water, hydration solutions through a huge network, 200,000 plus retail outlets.
Some of their brands, Dan, you might know,
Poland Spring, Deer Park, Saratoga, Pure Life, Mountain Valley.
It has a combination of a, let's call it water as a service, so a subscription business that delivers the house, the big jugs, the three, five-gallon jugs, but then also you can buy these products in your grocer and in your retail outlets.
It owns 80 natural spring sources, runs this direct delivery network that reaches 90% of the U.S.
population annually.
and 80% of the Canadian population.
What's interesting about it, it was a combination recently of a big merger.
So it's working through that.
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