Selling UNFI
The share price has recovered nicely, and insider buying this past year was encouraging. But the business remains unprofitable and revenue growth is still slow. I’d hoped the turnaround would be noticeable in the fundamentals with this recent uptick. And I’d hoped to hold the shares as ballast to tech, but feel there are better opportunities in the market (more Nvidia!) I’m pleased with this stroke of luck, but as I don’t see evidence that it’s sustainable, I am moving on.
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