KDY 0.00% 2.7¢ kaddy limited

Wine Depot Insider trading openning, page-409

  1. 470 Posts.
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    @ilikethestock - reply not working, but thanks for the response.

    Excellent point on the pivot being a sign of good management. Sunk cost fallacy is indeed a problem - for businesses as well as individuals - and I hadn't considered it in this context and the potential of it as a positive indicator of our management team generally.

    I also agree with your final two paragraphs. I do recall an investor presentation where DT very succinctly outlined the release of value in the supply chain that DW8 was seeking to achieve. I think that was what I was driving at with my thoughts on the real tech advantage is the way it all meshes together to form our ultimate service - and in this sense, Kaddy v Market makes little practical difference.

    Also with Kaddy, we have now got our main platform and some additional highly experienced e-commerce operatives.

    Last edited by barmy44: 30/01/22
 
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