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Chriss
@britishinvestor.bsky.social
Private investor & blogger. Thoughts on valuations, investments and markets. Visit thebritishinvestor.com for more.
132 followers106 following103 posts
Cbritishinvestor.bsky.social

True, I ought to have added one!

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Cbritishinvestor.bsky.social

I think that's exactly the idea! It's not been a good year or ten for VOD.

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There's a lot to like! Thanks for commenting.

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Cbritishinvestor.bsky.social

You're welcome!

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Cbritishinvestor.bsky.social

You can sign up for my newsletter here: eepurl.com/cHA0m9

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Cbritishinvestor.bsky.social

Final one. Dutch payment processing company Adyen (ADYEN), currently on a P/E of 53. Five years ago was on a P/E of 116. Even with a less than stellar three year performance has still returned nearly 18% annually in the last five years.

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Cbritishinvestor.bsky.social

Out of the tech world, Hermes (RMS) shares much the same performance. P/E five years ago was much the same as it is today (mid-high 40's). It's returned 30% a year since.

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Cbritishinvestor.bsky.social

I go where the value is! Hope you enjoy.

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Cbritishinvestor.bsky.social

Shoe Zone PLC likewise, extremely cheap. But again, current liabilities of £30m, and £31m of inventory means that stuff better get sold!

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Cbritishinvestor.bsky.social

Couldn't agree more, sir. So much less noise, and more genuine discussion.

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C
Chriss
@britishinvestor.bsky.social
Private investor & blogger. Thoughts on valuations, investments and markets. Visit thebritishinvestor.com for more.
132 followers106 following103 posts