Discover and read the best of Twitter Threads about #chartstravaganza
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Nice little Sunday? $BBBY & $HD? what about 🧥? Here’s a #chartstravaganza on why you should check out $SDRY.LN fresh lineup & stock. Let’s shop!
1/ there’s perhaps no better recovery play. Valuation relative to growth expectations make it a coiled spring.
1/ there’s perhaps no better recovery play. Valuation relative to growth expectations make it a coiled spring.
2/ Investors continue to question the viability of Superdry'a brand due to prior management errors and Covid-19.. $SDRY.LN stock is down -87% since 2018, significantly underperforming the FTSE250
3/ In any hands other than the father of the brand, we'd agree with the skeptics. But Julian doggedly disagrees with skeptics, and has been putting his money where his mouth is - with recent purchases this week.
Mini $BOL.FP #chartstravaganza. Allons-y!
1 / $VIV.FP buying back ~1.5% shares / week at a stub enterprise value of... 0. In next 2 months, self-buyout via ORPA should launch.
1 / $VIV.FP buying back ~1.5% shares / week at a stub enterprise value of... 0. In next 2 months, self-buyout via ORPA should launch.
2/ Then $BOL.FP trades for less than the value of its $UMG shares. So basically in 2 months, we will own businesses that generate ~€1.4 billion of EBIT/FCF for.... free... while the share count rapidly shrinks.
3/ Only $VIV.FP buying shares now, but would expect $BOL.FP to start taking out small minority companies with its cleaner balance sheet in the near-term. Especially given the $VIV.FP take-out is largely self-financed...
