Hi all,
It's been a little while since we published a video; we've been a bit busy lately:)
But we recently invested in ASOS plc, the clothing company, and we wanted to create a video explaining why we made the investment.
We hope you like it!
Best,
Lars and Roshni
Video contents:
00:00 - Intro
00:34 - What ASOS does
01:06 - The P/E ratio
02:18 - Investment thesis
03:27 - ASOS has a good management team
04:59 - Does ASOS have any competitive advantages?
08:11 - Will the industry continue to grow in the future?
10:15 - Is ASOS in a strong financial position?
11:37 - How much are the shares worth?
13:07 - What are the risks of investing in ASOS?
16:06 - Conclusion