Currently no open positions, but eyeing shares.
This company almost feels like a good buy right now. Financials look solid, working 1$ of 52 wk low, from my own anecdotal experience they taste great and seem quite popular.
I’m aware of the recent PEP earnings report and how Dalio reduced their positions in like companies due to what’s expected to be reduced consumer spending on snacks, etc. Basically, besides the insider sells, moderately high pe, and possible reductions in near term sales, what glaring holes in this company do you see?
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