Thursday, June 25, 2020

Value Investing Long thesis: Stadio Holdings (JSE:SDO) - A growth bet in a structurally undersupplied South African education market.

Long thesis: Stadio Holdings (JSE:SDO) - A growth bet in a structurally undersupplied South African education market.
Volatility trades are the toxic subprime mortgages of the Covid Crash
Question: Best way to find Contribution Margin of an individual product or brand?
Revenue for Software and SaaS Handbook
Special Situations Cast Se01Ep03 Featuring Andrew Walker

Long thesis: Stadio Holdings (JSE:SDO) - A growth bet in a structurally undersupplied South African education market.

Posted: 25 Jun 2020 01:33 AM PDT

submitted by /u/itstheTramp
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Volatility trades are the toxic subprime mortgages of the Covid Crash

Posted: 24 Jun 2020 09:08 AM PDT

submitted by /u/MsMittens
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Question: Best way to find Contribution Margin of an individual product or brand?

Posted: 25 Jun 2020 04:56 AM PDT

If I'm looking to find the contribution margin of Gillette razors or Tide detergent within the Procter & Gamble family, but they only list the broad categories of Grooming and Fabric Care, respectively, both categories without contribution margin, is there another method, option, or site/database I might be able to look to find what those contribution margins might actually be?

submitted by /u/Pbfreak422
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Revenue for Software and SaaS Handbook

Posted: 24 Jun 2020 05:29 AM PDT

submitted by /u/Beren-
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Special Situations Cast Se01Ep03 Featuring Andrew Walker

Posted: 24 Jun 2020 12:12 PM PDT

submitted by /u/RedStockTalk
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