Substack · The Value Pond · Juan - The Value Pond
Dunelm (LON: DNLM) - Full thesis
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.
Desde publicación +6,9 % α +5,2 p. p. vs FTSE 100 · GBp