BriC

[BriC @BrianCop]

@TheMattSiben @chesir3cat YPF overturned

[BriC @BrianCop]

@AyusoValue @alluvialcapital He stopped posting on twitter a couple of years ago, but is still active here; https://t.co/E3l424qHR7

[BriC @BrianCop]

@GrowthStocksUK Any SEDAR (RNS) type posting will normally appear in real time on the relevent page of https://t.co/bv67UdytOf as well..
https://t.co/BtPRGRvtJQ

[BriC @BrianCop]

@rhomboid1MF

[BriC @BrianCop]

@moneyandmore72 As you say a vest - it was a jacket when he acquired it!

[BriC @BrianCop]

@georgemagnus1 Their workforce will shrink by 250m by 2050 so probably in anticipation of that..

[BriC @BrianCop]

@Rambonaus @CatNyanpital @taobanker ma rimarrano amici/familia per molto tempo..

[BriC @BrianCop]

@Rambonaus @CatNyanpital @taobanker si niente era chiaro sopra doms oggi..

[BriC @BrianCop]

@Rambonaus @CatNyanpital @taobanker vb grazie - ho ascoltato anche alla chiamata oggi - e hanno detto che la notizia da bloomberg questa settimana non era pleno di sostenzia..

[BriC @BrianCop]

@Rambonaus @CatNyanpital @taobanker That's a useful summary thanks! I listened to the call last week but probably as it was all in Italian, I missed the point about the new venture with DOMS being a formal JV.. $FILA

[BriC @BrianCop]

@DittoInvest Thanks, really useful!
He doesn't mention a business moat per se, but he effectively explains how and why the Company has one..

[BriC @BrianCop]

@ragingbullcap @MallardResearch Granted I haven't listened in full, but this might be grist for your mill..
https://t.co/2DxNDeNAby

[BriC @BrianCop]

@ragingbullcap @MallardResearch Totally.. if anything prosperity and fertility have been inversely correlated historically.. look at Europe/North America in the ninteenth century, and Africa now.

[BriC @BrianCop]

@BowTiedMara Burford have been financing Sysco through the US courts for a few years on this issue. I doubt there any dots to be joined up though!

[BriC @BrianCop]

@Frances_Coppola Certainly longer than 32 years ago!
https://t.co/V32LVC8E4F

[Letters of Note @LettersOfNote]

Carolin Gallego has been indicted by a Manhattan grand jury.

[BriC @BrianCop]

@harvard_homeboy @evfcfaddict @Fuchshans298531 It's quite amusing.. FILA attracts value investors, who are then often horrified that an Indian growth stock with a nosebleed P/E is part of the equation!
Clearly growth is in the DOMS price and compression is possible.. on the other hand it's been sustained for 2 years now.

[BriC @BrianCop]

@harvard_homeboy @evfcfaddict @Fuchshans298531 I listened to the Q&A part of the presentation today.. although the acquisition is very attractive based just on its economic merits, it's the strategic opportunities they (including DOMS) seem to be most excited about..

[BriC @BrianCop]

@harvard_homeboy @evfcfaddict @Fuchshans298531 1) Business is highly seasonal - 'back to school' effect - so AR not comparable interim to YE.

2) Now holds 26% stake in DOM as an investment- worth 80%+ of FILA Market Cap.

On last point see their €54M acquisition today of Seven - Italian backpack business!

[BriC @BrianCop]

@evfcfaddict And going into the schoolbag/backpack market makes so much sense!

[BriC @BrianCop]

@harvard_homeboy @evfcfaddict @Fuchshans298531 https://t.co/XqTZDvupdu