EM Chat: Stock of the Year Update
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: • Costa Group Holdings (ASX: CGC) • Baby Bunting Group (ASX: BBN) • Money Chimp Discount Cash Flow Calculator How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram (search: equitymates_investingpodcast) • Equity Mates Twitter • Email ([email protected])
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