Kogan, really cheap given the growth profile, page-113

KGN being dumped omigod again. Perhaps its time to sell KGN and buy MYR, KMD or Vicinity which are spiking and I hold all. My ANZ have put on weight this morning too, its all happening and I'm grateful i held on to my physical retailers as they recover with the economy opening up again but my ecommerce shares although in the red today, will recover too, there is room for all. Its just an over re-action in my view but who am i to say, i have no idea really but I think the retail environment has been transformed to include both ecommerce and the other.