We have not researched a stock on the TL in a very long time. I am back now. Class is back in session📚
We will take a JSE favourite who has been knocked by the pandemic. We all respect them for what they do for Vitality of their members.
Let's dig much deeper into DISCOVERY📚
We will take a JSE favourite who has been knocked by the pandemic. We all respect them for what they do for Vitality of their members.
Let's dig much deeper into DISCOVERY📚
I am going to use the sheet to guide me, as always.
Time allocation, whether it takes you a week or 30mins:
75% - Understanding the Business
15% - Financials
9% - Management & Culture
1% - The share price itself
Time allocation, whether it takes you a week or 30mins:
75% - Understanding the Business
15% - Financials
9% - Management & Culture
1% - The share price itself
The person who can tell me something about Discovery that I never knew (coz they dug that deep), wins a R250 @EasyEquities voucher on Friday
Disclaimer: You do not have to invest it into Discovery😂
Start digging
Disclaimer: You do not have to invest it into Discovery😂
Start digging
@EasyEquities Coz I love you guys...I want you to dig into the blue and red...
We all know Covid killed the "Established businesses".
With Adrian Gore, the magic happens in with:
"Emerging businesses" (blue)
"Where he is spending billions" (red)
That commentary is "hint-hint"
We all know Covid killed the "Established businesses".
With Adrian Gore, the magic happens in with:
"Emerging businesses" (blue)
"Where he is spending billions" (red)
That commentary is "hint-hint"
Have you ever heard of this "little" Discovery business called PING AN HEALTH???
China has over 1 billion people. Whenever a SA company slowly starts building positions in China, I take notice📚
When Discovery started reporting on Discovery Bank a few years ago, those red circled read "(excluding Discovery Bank)"🤯
Sometimes you need to learn to read between the lines in what companies are NOT saying
📚📚📚
Sometimes you need to learn to read between the lines in what companies are NOT saying
📚📚📚
From the entire 121 pages of the Discovery Annual report, this page sums it all up
Discovery aims to be the leading financial services provider impacting 100 million lives. I always look at where companies are going...NOT where they have been📚
Will unpack the risks tomorrow❗️
Discovery aims to be the leading financial services provider impacting 100 million lives. I always look at where companies are going...NOT where they have been📚
Will unpack the risks tomorrow❗️
Today, I wanna unpack the risks related to Discovery and also look at the valuation
Discovery currently captures approximately 32% of the retail-affluent segment of the SA market. That is a huge market share, so exactly where will future growth come from?
Peak at competitors👀
Discovery currently captures approximately 32% of the retail-affluent segment of the SA market. That is a huge market share, so exactly where will future growth come from?
Peak at competitors👀
According to owler.com $DSY has revenue of $2.5bn, $OMU 1st with $10bn. $OMU however plays in only certain $DSY sectors and is also 150 years older. We can't compare the two outright.
I compared $DSY to its immediate competitors, which are "tiny" medical aids
I compared $DSY to its immediate competitors, which are "tiny" medical aids
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