Hi Partner 👋 It’s time to add an amazing company to Our Portfolio today. Investors can expect a return well above 15% according to my calculations. 📈 Grows by >15% per year Why we’re buyingOur Next Buy is an investment firm focused on mid-market private equity and infrastructure. Since the current CEO took over in 2012, the NAV evolved from 279 pence to 3,030 pence. An increase of more than 1000% (!). This growth is mainly driven by its non-food retail chain. This chain has grown its sales from €718 million to €16,000 million since 2011. An amazing yearly growth rate of 25% (!). But on the same time… the stock is down 30.0% since the beginning of the year. This provides amazing opportunities if you ask me. Over the past 20 years, the company has never traded at such a large discount as today. Let’s find out which company I’m buying on Monday…... Continue reading this post for free in the Substack app |