Post #78 by Blackswanny on the Non-US Stocks board

Investment Strategies / Non-US Stocks

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Being UK based I had a look at Greggs but the free cashflow was more in 2019 than now and is very inconsistent. Very happy customer though!

B&M value retail is one that caught my eye, it was trading @ c4x free cashflow. I had quite a large holding in Dollar General and it jumped somewhat traded out, was looking at B&M because of the DG holding but instead purchased Alphabet as I liked the valuation and not a great fan of retail. "It's a goddamm retailer?" Munger.

B&M consistently have free cashflow of c£600m pa, now £3bn market cap c5% yield.

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