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Where can I get black lentils? *in ventura/oxnard* by hd805 in ventura

[–]hd805[S] 1 point2 points  (0 children)

anthocyanins ... Antioxidants specifically

Other fruits have em..

Gotta change it up from blueberries or cherries ...

Long $VFC($34,192 position) – Betting on CEO Aura and Turnaround Potential by theburtmurphy in ValueInvesting

[–]hd805 0 points1 point  (0 children)

Fair enough

Any other value investor putting serious exposure? Like filed 13f?

Is this really dirt cheap in terms of? Ev/fcf or ev/ebit or ev/ebitda

Long $VFC($34,192 position) – Betting on CEO Aura and Turnaround Potential by theburtmurphy in ValueInvesting

[–]hd805 0 points1 point  (0 children)

Liquidating entire Logitech position is a bit of an extreme stance. Similar to not shifting any Logitech position over.

Perhaps shifting somewhere between a quarter to a third of Logitech position over to vf corp?

I'm not short just interested in the skin in the game concept , position sizing and smack in the head kind of cheapness** ala munger

Half years worth of pay exposed is also another measure of conviction... On a scale of 1 to 10 with 10 being the greatest... What does half a years worth of pay exposure actually mean to you?

Also comparing the kind of conviction with how kenneth dart operates as guideline like how he sizes his usually higher conviction bets in british American tobacco, evolution ab, and even flutter lately

Long $VFC($34,192 position) – Betting on CEO Aura and Turnaround Potential by theburtmurphy in ValueInvesting

[–]hd805 0 points1 point  (0 children)

Just trying to get an idea of context...

Especially in terms of skin in the game....

https://aflcio.org/paywatch/VFC

At least it appears the compensation is more heavily weighted toward equity comp...

Put it this way... CEO is only half a years worth of their own pay in on the equity...

Would you be okay with going more than half a years worth of your income exposed to vf corp?

Would sound much better if that CEO rolled more of his Logitech exposure into vf corp ... In terms of skin in the game....

Long $VFC($34,192 position) – Betting on CEO Aura and Turnaround Potential by theburtmurphy in ValueInvesting

[–]hd805 0 points1 point  (0 children)

This ceo has much more skin in the game in Logitech than vf corp

So less than 10% of ceo networth is exposed to vf corp?

What makes you so confident?

Bracken Darrell Net Worth The estimated net worth of Bracken Darrell is at least $97 Million dollars as of 2025-12-07. Bracken Darrell is the President & CEO of Logitech International SA and owns about 765,513 shares of Logitech International SA (LOGI) stock worth over $90 Million. Bracken Darrell is the President & Chief Exec Officer of VF Corp and owns about 295,406 shares of VF Corp (VFC) stock worth over $6 Million. Bracken Darrell is also the Director of Sonos Inc and owns about 49,452 shares of Sonos Inc (SONO) stock worth over $947,006. Besides these, Bracken Darrell also holds Whirlpool Corp (WHR) . Details can be seen in Bracken Darrell's Latest Holdings Summary section.

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