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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (73858)	10/5/2023 5:42:16 AM
From: Harshu Vyas	Read Replies (2) of 78666

Think K is the better business. Haven't looked at it in detail but that's my rough idea. K will sell the more profitable "snacks" and international cereal - here, in the UK, Kellogg's still reigns supreme with its Coco Pops, Frosties and Crunchy Nut. There is a clear difference between supermarket and Kellogg's cereal - people will generally pay a little more. In the US, the cereal has apparently lost its touch and that's probably the idea behind the spin-off. Not to mention all of the chemicals that are supposedly in US cereals. There's possibly a legal risk. That's my take on it, anyway. It's possible that KLG works itself out with a more focussed strategy but, from what I've read, I think it could be tough. Will need to find out the insider incentives etc. Probably not a bad time to re-read Joel Greenblatt which I shall do today. Best, Harshu Vyas EDIT - here's the KLG CEO on CNBC - WK Kellogg CEO on spin-off from Kellanova and growth prospects - YouTube Here's the K CEO on Yahoo - Kellanova CEO on Kellogg's split: 'Our innovation pipeline is robust' - YouTube

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