WES 0.31% $65.61 wesfarmers limited

Agree...I don't like this at all.It's not as if WES have, or...

  1. 718 Posts.
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    Agree...I don't like this at all.
    It's not as if WES have, or will have, some competitive advantage in Healthcare.

    Scale? No. Technology? No. Cost advantage? No. Marketing? No.

    I would rather they emulate Berkshire Hathaway and consolidate furniture retailers like Nick Scali, which is trading at a ridiculously cheap PE multiple.


 
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