Showpro’s Lu v SFH: get the picture?

As traditional value investors we love the old financial statements metrics, Graham and Doddville and Philip Fisher.

Unfortunately the ones that now matter more for wealth creation and in measuring management competency and performance are:

Jane Lu Showpro:
42 employees
Facebook followers +1m
Instagram followers +1.3m
Stores 0 (zero)
Most expensive dress $79.95
Turnover $30m
Net worth $32m

Specialty Fashion Group:
7,000 employees
Facebook followers less than 100,000 per brand
Instagram followers Millers 3,188, Katies 17,200, City Chic 76,000, City Chic USA 28,500, Autograph 7,878, Crossroads 7,706
Stores +1,000
Online penetration sub 15%
Turnover $800m
Net worth $41m


You get the picture?