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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (64995)9/30/2020 12:21:12 PM
From: Madharry  Read Replies (2) of 78774
 
from the conference call on unfi it sounds like whole foods/amazon is 17% of their revenue. I dont know how many other distributors there are the size of unfi but on some level would be no brainer for company that sells at 100 times earnings to buy unfi which is selling at 5 times earning and rebrand the cub food stores into whole food stores. I have started buying in at these levels. too low for me to ignore.
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