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Transcript #34835
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Status: completed · Language: en · Source: Behnam · Captured: 2026-08-20 17:08:15 · five years from now. Then separately, what role, if any, should TLC and Damoon have in distributing its products? For ex
five years from now. Then separately, what role, if any, should TLC and Damoon have in distributing
2026-08-20 17:08:15 - 2026-08-20 17:08:19its products? For example, there is a perfectly coherent structure in which a new source import
2026-08-20 17:08:19 - 2026-08-20 17:08:25company owns the brand, contracts, stock, and TLC is merely one wholesale customer distributor.
2026-08-20 17:08:25 - 2026-08-20 17:08:30Other wholesalers could buy from exactly the same company. That protects the potentially
2026-08-20 17:08:30 - 2026-08-20 17:08:34valuable asset from TLC's present liabilities and strategic messages. I suspect that is quite
2026-08-20 17:08:34 - 2026-08-20 17:08:39close to what your father was trying to articulate after the meeting. And there is one psychological
2026-08-20 17:08:39 - 2026-08-20 17:08:43point worth mentioning. Going into today, this sounded like an emergency meeting about trying
2026-08-20 17:08:43 - 2026-08-20 17:08:48to rescue something that might already have disappeared. That isn't what happened. You
2026-08-20 17:08:48 - 2026-08-20 17:08:53walked out with David saying, effectively, give me until Tuesday and I'll bring you the numbers.
2026-08-20 17:08:53 - 2026-08-20 17:08:57The meeting became a commercial restart discussion rather than a post-mortem. So my assessment has
2026-08-20 17:08:57 - 2026-08-20 17:09:02moved quite significantly. I would now regard the pizza sauce business as a credible opportunity
2026-08-20 17:09:02 - 2026-08-20 17:09:06worth developing, not merely something you're desperately trying to salvage. What I would not
2026-08-20 17:09:06 - 2026-08-20 17:09:11yet conclude is that it is necessarily sensible to...
2026-08-20 17:09:11 - 2026-08-20 17:09:13We're going to kind of get...
2026-08-20 17:09:13 - 2026-08-20 17:09:14Diarization Windows
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