Thanks for these ideas.Yes, PTB is also one of my favorite and...

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    Thanks for these ideas.
    Yes, PTB is also one of my favorite and is quite cheap.

    Another one which is an intriguing case : City Chic.
    It is one of the most shorted stock in the ASX (7.27 % of the capital), while it is a solid company, with a great history.
    It has less rebounded to the 52 week low than the other major e-commerce stocks, but it is one of the few which is profitable (H1 22 EBITDA margin of 13.2 %).
    I guess the 2 main risks are probably that they hold their inventory and their business (large size clothing for women) may be perceived as volatile.
    Based on their last guidance (end of April) : the stock looks cheap with a valuation of 11.8 x EBITDA 22.
    I mean cheap for a growth stock.
    Last edited by saintex: 11/08/22
 
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