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Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Stock Picking Insights
36 episodes
4 days ago
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US
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Investing
Business
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All content for Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com is the property of Stock Picking Insights and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US
Show more...
Investing
Business
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032 Inditex Expansion of Physical Stores - Conservative, concentrated stock picking podcast
Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
9 minutes 36 seconds
4 years ago
032 Inditex Expansion of Physical Stores - Conservative, concentrated stock picking podcast

Written Post: http://stockpickinginsights.com/inditex-expansion-of-physical-stores

0:00 Intro

0:14 Summary

4:10 Inditex expansion by physical store count

8:29 Action points

Summary

  • Stores play a logistics and advertising role today, being an important chess piece;
  • There’s 94k potential store openings worldwide, with emphasis on China and U.S.;
  • Inditex expansion potential is high because the fashion retail market is highly fragmented.

Action points

  • Do physical stores play a role in the companies I own, or are they liabilities?
  • What’s the physical expansion potential of the companies I own?


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Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US