G Willi-Food Is Performing, But I Prefer To Wait For Downcycle Opportunities

Group 1 - G Willi-Food International reported strong financial results for 4Q24 and 1Q25, consistent with previous trends noted in earlier analyses [1] Group 2 - The investment approach focuses on long-term operational aspects and earnings potential rather than short-term market dynamics [2] - The strategy emphasizes holding companies that demonstrate strong fundamentals, with a preference for a small number of buy recommendations [2]