GYG 2.18% $38.50 guzman y gomez limited

nearly $4bn valuation in a commoditised, highly competitive and...

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    nearly $4bn valuation in a commoditised, highly competitive and low margin retail fast food industry in AUS, a population of only 26mil. Customer loyalty on each brand is nil. The product is of inferior quality in the marketplace- it is expensive mexican fast food slop.

    its overseas businesses are loss making and arent part of the valuation. This has to be the most expensive stock on the ASX by a fair distance. Other blue chips and large caps actually have proper businesses and EBITDA to justify their valuations.
    Last edited by cobrakai1984: Today, 14:18
 
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