Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#58
Performance (47m)
-6.8% pa
Followed by
18
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bull Case
stale
Added 4 years ago

Even though Amazon have only been in Australia for a short while, I believe as more consumers transition  to online shopping their is room for a number of players.

I dont believe winner takes all in this case, every company seems to need a nemesis.

Coke vs Pepsi

Afterpay vs ZIP

Visa vs Mastercard

Apple vs Microsoft and so on.

I'm happy to continue to hold Kogan, even though i expect volatility.