Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd

The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (47) |
Author: Blackswanny   😊 😞
Number: of 22989 
Subject: Re: Greggs PLC (GRG.L)
Date: 04/16/25 2:45 PM
Post New | Post Reply | Report Post | Recommend It!
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.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Blackswanny here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 606 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 21 recs · 2025
Topicus: Not Constellation · 16 recs · 2026
Unite Group (UTG), UK, falling knife. · 13 recs · 2025
SKAN · 11 recs · 2025
MELI - Brazilian darling · 10 recs · 2025
Unthreaded | Threaded | Whole Thread (47) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community | Privacy