Sohn New York Idea Contest Winner: Short Lamb Weston | Value Investing News

Sohn New York Idea Contest Winner: Short Lamb Weston

  • Sohn Idea Contest Winner: Short Lamb Weston
  • • Lamb Weston(LW) – (Short idea) Lamb will miss estimates by 30% to 40% in next few years as margins are at peak.
  • o Buys potatoes and sells them as french fries to restaurants.o Lots of new supply coming online.
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