WDS 1.30% $23.59 woodside energy group ltd

WDS too cheap?, page-754

  1. 140 Posts.
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    Combination of
    1) Real/tangible/trophy assets that are severely undervalued/unappreciated
    2) SOTP stories with value-realizing catalysts where legit capital allocation all-stars are involved
    3) Alt asset managers with tailwinds and "compounder bro" potential
    4) Legacy media s***co's where the cashflow stream is underappreciated

    Most of this is O/S stuff, some local

    WDS was def a "this is too cheap" buy similar to point 4 above

 
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