No. of Recommendations: 2
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.
