No, unfortunately. It wasn't obviously cheap to me even that at price, but perhaps that was a mistake. You do have to pay a premium for outstanding management. I'm just not compelled by the economics of the business itself, which is capital-intensive, inventory-heavy, and doesn't have high operating margins. My holdings, especially in the tech space, are dominated by capital light businesses with high operating margins and strong network effects.
No, unfortunately. It wasn't obviously cheap to me even that at...
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Last
$8.70 |
Change
0.040(0.46%) |
Mkt cap ! $1.572B | |||
| Open | High | Low | Value | Volume |
| $8.60 | $8.77 | $8.60 | $1.899M | 218.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1173 | $8.68 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.73 | 406 | 2 |
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| Last trade - 16.11pm 30/07/2025 (20 minute delay) ? |
| DDR (ASX) Chart |