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Drew Fallon @drewfallon12 on x 14.2K followers
Created: 2025-07-18 13:29:15 UTC
3/ Sum of the Parts
$30B EV from Grocery + $32B EV from Condiments = $62B EV = 9.82x EV/EBITDA vs the current 8.3x
Subtract the $20B of debt back out and we've landed on around $43B of market cap for the two entities, or a XX% increase in value to shareholders
XXX engagements
