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Dr Martens. Here to stay.
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Dr Martens. Here to stay.

Equity opportunity in misunderstood, growing and transforming brand.

Aug 21, 2024
∙ Paid
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Philoinvestor
Philoinvestor
Dr Martens. Here to stay.
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The post-Covid reversal really caught many companies overextended. But many of them did not lose the engines of growth and profitability they had pre-Covid.

This company has a unique brand, a strong balance sheet and is profitable while making moves for a better future.

The valuation is just stupid, and hopefully it will get stupider — giving us the chance to buy this even cheaper!

For those interested in making income while the thesis plays out, this is a dividend payer too.

The moves they are making right now are resulting in higher top line and increased bottom-line margin. The strategy still has room to go.

Without further delay, let’s jump in.

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