Taking advantage of “A great business poorly done"
Great writeup, Simon! Kelly Partners is such a beautiful company
Nice writeup! Thanks for opening this one up. Just curious how are you deriving these forward returns (growth in EPS)? What are the key assumptions and differences between the three scenarios?
Great writeup, Simon! Kelly Partners is such a beautiful company
Nice writeup! Thanks for opening this one up. Just curious how are you deriving these forward returns (growth in EPS)? What are the key assumptions and differences between the three scenarios?