2021 Super #2 - MyNews

Unrecognised Growth: Convenience is what sells and maybe something more...

This is a company in an industry which we intuitively understand as it is within our circle of competence. In our early days, our circle of competence lies strictly in retail but with the decimation of retail by online sales….

We had been following this company since it is listed. Like most well recognised retail concept, the share price rapidly doubled…

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