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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (76270)10/1/2024 8:27:52 PM
From: Madharry1 Recommendation

Recommended By
sjemmeri

   of 78476
 
UNFI I continue to be impressed and am grateful that you share this detailed information on companies. the extension of the contract with amazon is making me want to revisit this. I just hope it isnt one of these deals where the company loses money on every unit they produce but hole to make it up on volume. MY two cents without doing any research is that book value in leverage situations is a double edge sword and profitablily is key which i have found to my chagrin with media companies. it would be interesting to see what the nature of the deal is with amazon. is it cost plus or flat fee, is there an escalation clause for inflation etc.

I am impressed that you and paul can keep tabs on so many companies.
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