(959 words) Ugly few years for this poor grocer, but the implied valuation of the core wholesale business looks like it could be interesting post recent Save-A-Lot divestiture (discount grocer). The company used most of its $1.3bn in gross proceeds ($1.24bn after taxes) to significantly reduce its debt load by $1.1bn (total PF net secured/net […]
Tag Archives: SVU
[ISRG] Intuitive Surgical
[ISRG – Intuitive Surgical] the robot is the easy part
October 22, 2026
Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, [...]
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[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
October 20, 2026
Agents are less disruptive to commerce than you think; how Match is trying to find [...]
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[scuttleslops] MRVL, APP, AMZN, Chips
October 15, 2026
Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about [...]
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some thoughts on FICO
October 12, 2026
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[scuttleslops] META, MU, NVDA, LW, open web advertising
October 8, 2026
strategy and challenges at Meta’s Reality Labs; the bull and bear case for memory; Europe [...]
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