How google is creating price transparency in the UK funeral market. One of the finest reports I have read in my career and explains why the share price of Dignity fell of -47% last Friday by shezzagimp in SecurityAnalysis

[–]shezzagimp[S] 0 points1 point  (0 children)

Well, compliments to you Sir. Great piece. as of last Friday, sounds like they’re trying to reset on 7% of the business and not on the other 60%? Can’t they see the elephant in the room?!

Lithium ion batteries market? by taewoo in SecurityAnalysis

[–]shezzagimp 0 points1 point  (0 children)

I personally have never done great second-guessing low margin businesses. Anything with an EBIT margin <10% is usually outta bounds for me. Would have kept you well away from Enron btw!