Europe · 1 entry · 1 publication
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · The Value Pond · Juan - The Value Pond
20 years of uninterrupted growth, 8-10% dividend yield, and a structural question about urban stores that determines whether this is a stalwart or a compounder.
Since publication +6.9% α +5.2 pp vs FTSE 100 · GBp
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