KGN 1.15% $4.41 kogan.com ltd

We all know this is a huge success story, but let's invert our...

  1. 757 Posts.
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    We all know this is a huge success story, but let's invert our thinking to find potential issues for Kogan. It's a good mental exercise and healthy to play devils advocate. What could send KGN back to $1.50? 1. The obvious, Amazon, being hugely successful and taking a monopoly position with prime against local alternatives like Shipster 2. Other retailers jumping on the OEM bandwagon and weakening Kogan's in-house brand position (Kmart already sell a lot of their own label product) 3. David and Ruslan die in a freak hang-gliding accident, and the 3rd in command ends up being a massive douche Let's look for flaws in our current thinking.
 
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