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GLB

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galumay:
Bought initial parcel of 2166 @ $1.78

click here to view decison journal notes on GLB

Why will this business be around in 10 years? - Because people will still be buying cool street clothes, skater gear, and the business has been successful at servicing those trends as they develop. Also its been around for 35 years. Lindy effect.

galumay:
FY2020, another business impacted by Covid, still had a pretty good year and FCF was significantly increased. Couldn't find a breakout of the value of Jobkeeper payments to the bottom line though. Probably worth looking at increasing postion size in the dips.

galumay:
2/10/20 added a significant size parcel in GLB, the more I look at it I think its a solid business, my conviction has increased so happy to add.

galumay:
H1 2021 - very happy that I added significantly to my position as I saw management execute and the business improved, this half it has gone absolute gang busters, a huge tailwind from Covid.

galumay:
Finished FY 2021 with an amazing increase in all metrics, the question is when does the Covid worm turn and how big will the negative be?



Dividend almost tripled as well!

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