Lewis RobinsonFollow

#WINE

2015 - Majestic pays top dollar to buy Naked Wines and makes Naked's CEO, Rowan Gormley, Group CEO

2017 - Majestic makes first statutory loss in decades

2019 - Majestic sells Majestic for 7x EBIT (5x what it used to make), leaving just Naked

2020 - Gormley leaves

Reply on Twitter Retweet on Twitter1 Like on Twitter15 Twitter

Lewis Robinson @ExpectingValue·

14h

"We're a truly active manager focused on picking quality management teams leading great businesses with a high incremental RoIC. To beat the market you gotta be a contrarian, right? So anyway, we recently opened our 148th position, Uzbek Coal Corp..." https://t.co/ElMjjyKv0X

Reply on Twitter Retweet on Twitter Like on Twitter5 Twitter

Lewis Robinson @ExpectingValue·

20 Nov

I think you make money buying #CLG here at 284p

Good company, cheap price, and Steve Parkin knows it better than anyone else. Strong chance it gets done and the 'independent' committee whacks the price up a bit so it doesn't look like a complete stitch up

Reply on Twitter Retweet on Twitter Like on Twitter2 Twitter

Lewis Robinson @ExpectingValue·

19 Nov

Give the marketing guy a raise for this one

👏👏👏👏👏

Reply on Twitter Retweet on Twitter Like on Twitter5 Twitter

Nothing Found

No search results for: