I asked to speak to the CEO of Virgin Wines, after being impressed with resilient results for FY 6/2022. VINO also has a strong balance sheet, with net cash. The share price has fallen a lot since IPO, and now strikes me as being decent value, providing holds up during the seemingly likely recession.
NB. These podcasts are for general interest only, they are not recommendations or advice. I did not receive a fee (or any free wine!), and do not hold any shares personally. Please always do your own research.