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2023-08-29 08:45:00 ET Summary A little over eleven years ago, I invested in a handful of Greek stocks and posted about the experience. This post is a follow-up to that one. While I initially bought the stocks above, I did not hold this portfolio over the last eleven years. Most o...
Jumbo SA Jumbo Preliminary Results Flash Note 21/01/2018 Investment Thesis Jumbo ( JUMSF , JUMSY ) currently trades at 14.2x P/E and 8.2x EV/EBITDA on our FY2018 estimates, which we think are undemanding in light of an 8.8% 2017-2022 sales and EPS CAGR. We currently stand ab...