TWE 0.17% $11.94 treasury wine estates limited

Buffett Style Valuation, page-11

  1. 5,303 Posts.
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    Light on the hill nailed it.

    Lastly. TWE cannot be a $20 stock without China growth story, it’s why it got their in the first place. Outside China it’s earnings cannot and will not, get to a point where the company can be valued at $12-$14bn. This is why it’s sold down to a ‘mature stock’ valuation. I’ve bought more around these levels as I think the China issue is short term, and long term itll boom again.
 
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