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Strategies & Market Trends : Value Investing
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To: Harshu Vyas who wrote (75118)2/12/2024 4:58:08 PM
From: Spekulatius1 Recommendation

Recommended By
Harshu Vyas

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I used to own PSMT (post COVID) because it was cheap for a while and I thought it should recover. The reason the dock did nothing for 10 years is because fundamentals are way worse than COST and the stock was expensive to begin with post GFC. That was the time of the BRIG boom. PSMT operates in economies that have generally been volatile and have struggled. While the business model is the same than COST, the economics are worse and way more volatile and that’s why the stock does not deserve a Costco multiple.
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