Skip to content

Details

As consumer trends are changing, it's also affecting well recognize brands like Heinz, but consumers are less loyal to a brand and prefer cheaper generic brands. How much would consumers trend affect Heinz?

Early in 2019, I bought KHC early at $41, then sold it at $32 after it’s 2019 Q2 quarterly announcement 📢 . It had a delay accounting issue combined with a drop in sales in its major brands. On July 5th,2019 their stock price was $30…then it fell down to $25 and back up to $31 in Dec 2019. Heinz is going through major operation changes and putting money back into branding and building their vendor relationships. Can the strategy under the new CEO help turn around the company?

Gamestop is another company that has been trying to turn around the business, except the turnaround story has been going on since 2013. In Early 2019, GameStop was worth $1.5B. Over the years, Gamestop was mention many times as the next failing retail business. Now that the recession has hit, how much longer can Gamestop survive or will it make a big come back? Gamestop is currently worth $250M, but Michael Burry bets GME can turn around the business. Is he right or is this the worst investment he ever made?

In this meeting, we will discuss case studies, financial analysis, and traits on what it takes to be a fundamental investor.

Our topics will generally touch on history, psychology studies, business strategies, and thinking patterns that help you improve your investment skills.

Free resources about investments: https://agarwoodcapital.com/2020/01/24/how-to-invest-in-stocks-for-beginners-active-passive-investing/

Members are also interested in