RE: Revb15 Jan 2023 20:10
Pp1 saying boohoo was discounted at 337p....
Peoplepower1
Posted in: BOO
Posts: 5,781
Price: 337.50
No Opinion
RE: Valuation28 Mar 2021 22:42
Taken from another post on here by BuffettsloveChild in December 2020
The BIG 5 Numbers
There are lots of ways to analyse and believe me it takes a lot of time and effort to get it all done.
I recommend you read a book called Rule 1 investing by Phil Town and listen to his podcasts about checklists. (Buffet Style Investing).
There is a great way to do an initial assessment on a company to evaluate the quality of the business and the management and that is what Phil Town calls the big 5 numbers. All of these should be above 10% as a rule. It is virtually impossible to find companies that hit the figures at present, but BOO exceeds in all 5 areas (at time of my initial analysis a few months back). Rates here are averaged over 5 years!
Return on Invested Capital (ROIC) 21.5%. (how much money it can make with the money it has)
Sales Growth Rate 45%
Earnings per share Growth Rate 26.7%
Book to Share Growth Rate 26.6 %
Free Cash Growth Rate 35%.
This, as always, is intended for open debate. I will never tell anybody right or wrong because it doesn’t exist in this game. But you can load the dice in your favour to buy an amazing business at a discounted price which is where I believe we are right now with BOO.
Now i know pp1 will be busy reporting me but this last post is absolute GOLD!!!
WAIT FOR IT..... 100 MILLION IN 20 YEARS!!
Peoplepower1
Posted in: BOO
Posts: 5,781
Price: 336.70
No Opinion
RE: Onwards and Upwards25 Mar 2021 10:27
The deadheads hate me because I've already turned £100,000 investment in Boohoo shares in 2015 into £1.2m.
Sadly, jealousy brings out the worst in human beings.
I'm looking forward to my £1.2m investment in Boohoo shares growing to £100m in 20 years.
They absolutely hate me for this.
Sad, vindictive people.
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