> So if Coca Cola has an idiosyncratic hit, then you get hit twice by it I think that is neglibile, depending on how big you define a hit. If Burger King gets

> So if Coca Cola has an idiosyncratic hit, then you get hit twice by it I think that is neglibile, depending on how big you define a hit. If Burger King gets hit, that will probably effect Coca Cola as the largest supplier (just saying it like that, don't know if they really have that kind of business with each other), too. There's lots of dependency in the modern world, I don't think it really matters. edit: If Coca Cola does well, you profit twice. Maybe see it that way... ;-)