Working with the group on Tuesday we came up with story ideas about Publix grocery store. Mainly investigating how they are able to maintain such a high ROE over their competition. Also their unusually high percentage of assets in inventory.
Some story ideas from my own research. I found the federal funds purchased item in the banks interesting. I'm guessing this could refer to bailout money. Bank of America has a high percentage. Bank of America was also different in other ways, having much lower liabilities in deposits, much more in long term debt. With the assets Bank of America is also different in that they have fewer loans and leases, more in securities and short term investments, and more in cash and other assets.
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