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Ocado Group plc

1 letter discussing OCDDY. Everything written about it on this site is on its ticker page.

Latitude Investment Management Latitude Global Fund Q126 Commentary Kroger was added and Unilever sold, with Latitude arguing that the grocer offers inflation protection, defensive earnings growth and scope for margin expansion through advertising, private label and fuel retailing. The portfolio favours defensives over richly valued AI, commodity and defence cyclicals as geopolitical fragmentation increases uncertainty. Q126 KR $35B