KGN 0.95% $4.24 kogan.com ltd

Kogan, really cheap given the growth profile, page-256

  1. 184 Posts.
    lightbulb Created with Sketch. 52
    sold 1/2 of KGN holdings... better buying on the way up again rather than dropping 8-12% on a weak announcement. Feels better that way.

    if no announcement until Feb report, the SP will continue to creep up. I will be looking at the FCF conversion ratio, NPAT growth and guidance.

    Trade well and stay safe.
 
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