There's more to APT than meets the eye.
people write it off as unprofitable crap, but it's the best player in BNPL and is taking massive market share
i don't understand it enough to own it, but I know others that understand it very well. They hold significant amounts of their net wealth in it. To date, they've clearly been right.
as for DDR - I'm not arguing is not a great business, but 30 times earnings?
Using a DCF, that's very hard to justify if your relative opportunities are much cheaper
Ann: Change of Director's Interest Notice - VM, page-9
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