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4/17/24 2:02PM
CFO Interview
The company has released preliminary FY23 numbers, the full release and call will be next week. FX and various other issues continue to be a drag, and calendar effects have hit monthly comps in March... login to read the rest
Is there a risk? Sure. But that view is already baked in at these prices, IMO. I see a strong case for the upside.
I’m not projecting 20%+ compounded sales growth (despite 25% sales growth in... login to read the rest
What is the risk that the current earnings are a result of COVID impacts, and that the current earnings are unsustainably high? It compounded sales of 30% and 22% in 2021 and 2022, combined with... login to read the rest
Do you understand why they got into car dealerships and selling trucks? Seem relatively recent and not obvious why that would make sense esp. if the core business is growing and has attractive returns.
I think... login to read the rest
Thank you for the write-up. Three questions:
1. Do you understand why they got into car dealerships and selling trucks? Seem relatively recent and not obvious why that would make sense esp. if the core business... login to read the rest
Versus other companies in Europe, why are they growing so fast? Are they just executing well? Or is it a reflection of their geo mix?
It’s the geography. If you look at the charts in the... login to read the rest
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