TPW 4.93% $10.00 temple & webster group ltd

High PE justified, page-12

  1. 203 Posts.
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    I really like this business and am tempted to enter, but how realistic are these growth estimates for this business now. It grew 92% in the 2H yoy - usually the growth is consistent between 1H and 2H compared to previous years.

    I suspect the first half will be good given the current tailwind continuing and maybe the second half won't grow as significantly as this year?
 
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