AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The End Games for the French Fry Company
It would be challenging for private equity to do this because it's a giant company. There are a variety of strategics that might make sense like Cargill or post actually bid for them pre spin off now. I think the end game is, you know, I'd be quite happy if they just continue to grind out mid-teens EPS growth forever and the consumer stable.
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