Previous 10 |
home / stock / mjwny / mjwny news
Naked Wines plc (NWINF) Q4 2022 Earnings Conference Call June 23, 2022, 09:00 AM ET Company Participants Nicholas Devlin - CEO Shawn Tabak - CFO Conference Call Participants Mark Irvine-Fortescue - Stifel Andrew Wade - Jefferies Benedict Hunt - Investec Charlotte Barrie - Berenberg Presentati...
The following slide deck was published by Naked Wines plc in conjunction with their 2022 Q4 earnings call. For further details see: Naked Wines plc 2022 Q4 - Results - Earnings Call Presentation
Naked Wines has a balance sheet with no debt and excess cash. Naked Wines business model has an economies of networks-based competitive advantage as it connects almost a million subscribers to 200+ boutique wine makers. While I am assuming a modest future decrease in sales due to ...
Naked Wines has a business model that is a win-win for both Angels (wine-drinkers) and the suppliers (wine-growers). NWINF's model has scale advantages, that again creates barriers to entry for new players. We are convinced that the market will soon see through the short-term stru...
1 Main Capital makes concentrated investments in high-quality reasonably valued businesses with long reinvestment runways and in special situations that are experiencing a temporary dislocation or undergoing an element of change that will cause investors to revalue an investment in the ne...