SFH specialty fashion group limited
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Sustained high return on capital

  1. natnicnak
    2,160 Posts.
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    21/06/18
    22:57
    Post #: 33871110
    Michael J. Mauboussin in “The Successful Equation: Untangling Skill and Luck in Business, Sports and Investing” (2012) found that differentiated businesses (one of Porter’s sources of competitive advantage) with a consumer advantage (City Chic’s curvy chic glam niche) were overrepresented in the businesses that sustained high return on capital.

    Go Australia.
    SFH Price at posting: $1.01 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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