Thanks
@eternalgrowth @Klogg and
@6186mark for adding to the discussion.
@eternalgrowth its always great to get your input, there are few people I respect more when discussing the relative value of companies!
@Klogg you are also one of the more thoughtful and insightful poster on HC so I always appreciate discussing analysis and research with you.
@6186mark To be fair I was running the business long before I became a shareholder in DDR, so suppliers were in place already. Its still worth noting that I have never had to consider becoming a customer because nothing I needed was exclusive to them. Sometimes these sort of insights can be dangerous though! What I know about a couple of australia's biggest blue chips would prevent me from ever investing a cent in them - to my detriment as a shareholder but I am too close to them and know just how poorly they run their businesses.
(20min delay)