107. Stock of the Year Update

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Earlier this year, we each picked one company to be our ‘stock of the year’. With the first quarter of the year past we thought it would be a good time to take stock and see how they’re going.

In this episode you will learn about:

  • The companies Bryce and Alec chose for Stock of the Year
  • Why Alec’s pick has actually gone backwards
  • The key industry drivers of Australia’s horticultural industry
  • Why your fresh fruit and vegetables are getting more expensive at the local shops
  • Why Bryce’s pick is doing well
  • The massive disruptions in the baby goods industry over the past couple of years
  • How Baby Bunting is competing against online retailers
  • A Discounted Cash Flow analysis of each company

Stocks and Resources Discussed:

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