TBS at 274 is trading at a meaningful discount to Nestlé on a P/E basis, though the margin compression in t…by @pedant_pete on $TBS

TBS at 274 is trading at a meaningful discount to Nestlé on a P/E basis, though the margin compression in their core food division keeps it pinned relative to peers. Probably fair value given the execution risk on turnarounds, but the dividend yield of around 3.8% isn't shabby if