SA For FAs

The Asset Allocator: Macroeconomics And Cheese (Podcast)


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A recent Barron’s analysis makes a compelling case that The Kraft Heinz Company (KHC) might be ready to exit the bargain basement, especially if it can obtain decent prices for assets it sells. This podcast (7:03) argues that of greater importance than the assets it sells is the investment it makes in the assets it keeps. A new marketing-oriented CEO and favorable timing in the macro-economy may aid in this effort.
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SA For FAsBy Seeking Alpha

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