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AUTHOR
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member
12/04/21 8:58PM
Re: Inflation and lease adjustments
1
Additionally, I just noticed that in the ROC shown in the write-up the ROUA for one division is negative! Sorry, updated below:
Also, don't punish the franchise-business based on its ROC. That's mainly because of all
The writeup mentions bullishness not only on HVN but also on JBH, another leading brick & mortar retailer.
Is Australia not going to see a shift to online commerce in the electronics/furniture verticals (and even appliances
I do not know the name but found the write up interesting and well structured, thanks for sharing.
Out of curiosity, could you explain better the adjustment you are doing to the ROU asset for the... login to read the rest
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