Recent content by asymmetric

Sharing my view on another business for some discussion. Vita Life Sciences (VLS) is a pharmaceutical and healthcare company operating in Asia Pacific. Its brand portfolio includes Herbs of Gold, VitaHealth, VitaScience and VitaLife. The market cap is circa 100m AUD as of writing. I view VLS to...

Re the comment "You cant value a business using P/E for current price and earnings 2 years ago! The P/E is over 130 and I don't know anyone else who would argue that implied 'cheap'!" The current PE based on most recent earnings is indeed insane, but I also don't think it's a fair representation...

I'm doing some investing and thought it'd be fun to share my investment thesis for Baby Bunting. This is a specialist baby goods store operating in Australia and New Zealand. The current market cap as of writing is circa 250m AUD. I view Baby Bunting as a value long transaction over 3+ years at...