Member Info for Rogue_rader

I just posted an analysis of PETS : https://youtu.be/mnWJqQe1cik

Pets at Home are a natural defensive stock. They have been as busy as the supermarkets during the lock-down period and are a good long term play into how modern society had lent itself for increasing spending on pets. I found that their future revenue growth is dependent on the Vets half of their business, and unfortunately the Vets business is emergency calls only during the lock-down although they have reported unprecedented business in their retail sgment, which is currently two thirds of total revenue.

I just posted an analysis of Avast: https://youtu.be/BoaeUaInw7U

Impressive revenue & net income growth and a great play on the ever increasing popularity of the internet. The only negatives I found was the jump-shot scandal and large shareholdings of original founders. I cant help but think that the recent hysteria surrounding the corona virus can only have been good for Avasts sales.

Interesting analysis of 888 Holdings - go's into some refreshing detail!

https://www.youtube.com/watch?v=HZOyX7DkkVk&t=49s

Interesting analysis of GSK....

https://www.youtube.com/watch?v=tBwAM5qz_no&t=65s

Interesting analysis of Frontier Developments:

https://www.youtube.com/watch?v=BqezUTb5bHE

Go's into some good detail