NCK 0.80% $14.79 nick scali limited

Worth noting that Warren B has stated himself its harder to get...

  1. 161 Posts.
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    Worth noting that Warren B has stated himself its harder to get good returns when you have a larger pot of money (bigger companies, less volatility, slower growth). He averaged >50% in the earliest years and 22% up until 2000. I think NCK is a stock he would have loved, robust organic growth, small cap, good management, growth area in a country needing accommodation and with immigration. Its also a volatile stock and it either gets overvalued when the market is hot or undervalued when there is doom and gloom. I have found it a great stock to cycle in and out of based simply on PE.
    Last edited by Stockwin: 27/07/23
 
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