@hankreardon
thanks very much for this detailed answer.
Really appreciate your feedback also on EGG. Agree on the industry which is not that easy. Reason also why I passed it several times. This time, I decided to go on it for 1 main reason : results much better than expected since Covid, mainly due to OB Media which has taken off recently. At the same time, it is a complicated case as they consider OB Media as non core.
I also appreciate your feedback on the market overall. I also find a lot of businesses which have really high free cash flow yield, in particular among discretionary consumption companies (non food retail, auto/moto, media).
It is scarce for me to find companies which are trading under NTA. But I like this idea to buy companies trading under NTA to play the inflationary trend.
- Forums
- Lounge
- Valuation
Valuation, page-95
-
- There are more pages in this discussion • 480 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Featured News
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, Managing Director & CEO
Charles Armstrong
Managing Director & CEO
SPONSORED BY The Market Online