We believe Park Group’s shares are poised for a sustained period of outperformance. Improving lead indicators – the Christmas 2017 marketing campaign, new customer wins, firming interest rates, etc. – are not reflected in the rating providing for a compelling valuation argument at these levels. We, therefore, revisit the investment case, highlighting an established model aligned to consumer demand for value driven by significant investment in technologies to build revenue gr
06 Jan 2017
Gift Horse!
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Gift Horse!
- Published:
06 Jan 2017 -
Author:
Ben Thefaut -
Pages:
8
We believe Park Group’s shares are poised for a sustained period of outperformance. Improving lead indicators – the Christmas 2017 marketing campaign, new customer wins, firming interest rates, etc. – are not reflected in the rating providing for a compelling valuation argument at these levels. We, therefore, revisit the investment case, highlighting an established model aligned to consumer demand for value driven by significant investment in technologies to build revenue gr