Goodsletter is a publication of Lehmann Group LLC, a New Jersey limited liability company and consulting business serving consumer goods companies. It is written by Kevin Lehmann, a former equity research professional at RBC Capital Markets and Evercore ISI. He holds no financial licenses or registrations and is not an investment adviser or broker-dealer.
Educational content only. Goodsletter is general, impersonal commentary on the consumer goods sector, published to all subscribers alike. It is not investment advice and not a recommendation to buy, sell or hold any security. Any valuation work is educational: it explains how valuation methods work, why companies appear to be valued as they are, and how those assumptions could change. We do not set price targets, forecast share prices or estimate what any share is worth. No one should make an investment decision based on our research or writing.
Conflicts of interest. Through Lehmann Group LLC, the author consults for consumer goods and other companies, providing expertise in the areas of finance, data, and strategy. He also invests personally in public and private companies. He may hold positions in companies discussed; where he does, the piece says so, and he does not trade a company’s securities around publishing a piece about it. No company pays for coverage or reviews pieces before publication, and no confidential client or non-public information is ever used.
Accuracy. We work to get things right, but Goodsletter may contain errors, and views may change without notice. Investing involves risk, including the loss of all capital invested.
Questions: kevin@goodsintelligence.com