Company Report
Last edited 6 years ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (84m)
-2.6% pa
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#Bull Case
stale
Added 7 years ago

Bapcor is a high quality business. When I first started adding June 2017, there had been some share price weakness due to soft reasons in my opinion (acquisition risks, Amazon, electric cars). I would coin it Goldilocks and the Bears investing. The business was too hot for the value investors, and too cool for the momentum investors - just right for me.

These sorts of companies have a predictable 5-year chart. Initial steady rise, with subsequent tracking sideways. The earnings march along reliably, but the popularity has waned.