Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Ocado Group PLC (LON: OCDO)

Grocery Wars

Who is buying Supervalu?

Even if Supervalu keeps operating the distribution centers its new customer might be Amazon or Instacart.
A strong possibility is that Supervalu will get out of brick and mortar supermarkets and concentrate on selling groceries to delivery services. Its’ network of distribution centers is well-positioned for that eventuality.
Supervalu’s financials explain why Jeff Bezos is so interested in the grocery business. Grocers like Supervalu have a very strong cash flow, and Bezos loves cash.

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Market Wisdom

Why Bigger is better for Value Investors

Learning the importance of bigness and understanding its role in success is vital for investors. Investors that understand why “bigger is better” can put themselves in a position to make more money.

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