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Value Guinea's avatar

Atec mobility is great on financial metrics. But given the double digit free cashflow, the 1% dividend yield is a bit puzzling. Sure they buy back 2-3% of shares per year but capital return is still gross inadequate given the business is not capital intensive and they’re now growing like weeds.

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Damien Parker's avatar

Another 'hum-dinger' of an article Kevin.

I did know this stuff, but as they say, to know but not do, is the same as not knowing at all.

I am guilty of constantly kicking stones to see if there are diamonds underneath - when in fact, I already have diamonds in my portfolio where I am probably better at investing further.

Also, I would suggest this isn't a one rule fits all. Age, for instance, comes into it. At 70+ I am more comfortable with proven stalwarts that provide a decent return. Won't be much fun for me for someone to say to me on my deathbed, 'guess what you know that share you bought 15 years ago, it has just hit the moon'

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