US Foods, Inc.
USFD
pitch
long
Edgardo Guttierez, Yuri Rettore, Rodolfo Zeidler
Thesis
Edgardo Guttierez, Yuri Rettore, and Rodolfo Zeidler recommended investing in US Foods, Inc., emphasizing its competitive advantages and favorable market trends.
Did it work?
worked
confidence: high
The long thesis on US Foods, Inc. has played out successfully, with the stock appreciating by 182.7% over the 88 months since the pitch. This significant return aligns well with the recommended investment based on competitive advantages and favorable market trends, indicating that the thesis was validated over the elapsed time.
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