Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Following my coverage on US Foods Holding Corp. (NYSE: USFD ), for which I recommended a hold rating as I felt the growth expectations for FY25 were too much, especially with regard to independent restaurant case volumes, this post is toI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a ...

投资理念 - 采用基于基本面的价值投资方法 [1] - 不认同低估值倍数股票必然便宜的观点 寻找长期持久性最佳且价格最合理的公司 [1] - 倾向于选择具有稳定长期增长 无周期性且资产负债表稳健的公司 [1] 对US Foods Holding的既往观点 - 曾给予US Foods Holding持有评级 [1] - 认为市场对该公司2025财年的增长预期过高 特别是关于独立餐厅案例量方面 [1]

By Svea Herbst-Bayliss NEW YORK (Reuters) -Activist investor Scott Ferguson is joining the board of Performance Food Group, the company said on Tuesday, at a time the hedge fund is urging the food distributor to consider merging with rival US Foods Holding. Less than five weeks ago, Ferguson's Sachem Head Capital Management nominated four director candidates to Performance Food's board. Last week, Performance Food and US Foods signed an agreement to exchange sensitive financial information without violat ...

潜在合并交易 - Performance Food Group和US Foods Holdings正在探索潜在合并可能性 [2] - 双方已签署保密信息共享协议以评估业务合并可行性 [2] - 评估内容包括协同效应和监管障碍等关键因素 [2]

Performance Food Group Company (NYSE:PFGC) announced on Tuesday that it has entered into a clean team agreement with US Foods Holding Corp. (NYSE:USFD). The agreement enables the two companies to share information to evaluate regulatory considerations and ...

RICHMOND, Va.--(BUSINESS WIRE)--Performance Food Group Company ("PFG†or the "Company†) (NYSE: PFGC) today announced that it has entered into a clean team agreement with US Foods Holding Corp. ("US Foods†) (NYSE: USFD) that enables the companies to share information in order to evaluate regulatory considerations and the synergies related to a potential business combination. In recent weeks, members of the PFG Board and management team engaged with several of PFG's large stockholders to hear the. ...

公司动态 - US Foods Holding Corp与Performance Food Group达成保密信息交换协议 双方将通过共同约定的清洁团队流程进行保密信息交换[1] - 公司对PFG决定探索潜在合并的监管考量和协同效应表示满意[1] - 无法保证信息共享将促成任何交易提案[1]

PresentationBrian MullanDirector & Senior Research Analyst Okay. Thank you, everyone. I'm Brian Mullan, the restaurant and food distribution analyst. Very happy to have Dirk Locascio from US Foods, the CFO. Thanks, Dirk, for being here. ...

PresentationBrian MullanDirector & Senior Research Analyst Okay. Thank you, everyone. I'm Brian Mullan, the restaurant and food distribution analyst. Very happy to have Dirk Locascio from US Foods, the CFO. Thanks, Dirk, for being here. ...