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Is Competition Becoming Weird?

Touch the Soil News #1050 (Feature photo – Rope Towing – CCO 1.0 Universal Public Domain Declaration) In the news lately are the earnings of ConAgra and General Mills. ConAgra, a packaged food giant with almost 8 billion in sales is battling against General Mills (also a packaged food giant) with almost 16 billion in sales. As mainstream brands are now frequently taking backseat to private labels, the food giants of the past are in tough competition for the consumer’s dollar. ConAgra is 80 percent owned by institutional investors and General Mills is 73 percent owned by institutional investors. So what else do these companies have in common? Essentially the…

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What are the Risks of Competition in 2018?

Touch the Soil News #903 (Feature photo –- CCA SA 4.0 International) Competition is not what it was 50 years ago. Over the past 50 years, literally trillions of dollars have been socked away in retirement and pension funds. In addition, ongoing concentrations of wealth have also sent trillions of dollars into investment venues. Two large German grocers – ALDI and LIDL are discount grocers whose investors have an insatiable appetite for return on investment – just like their counterparts in other nations. In addition, competition amongst fast food enterprises is erupting in “dollar” menus. The problem is that many investors in one company are materially same as the investors…

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