Wood’s Post

Our half year trading update out this morning - read more below

We’re nearing the end of Q1 and inflation and high interest rates are still impacting businesses. From a sellside perspective, it’s another layer of complexity to executing the transaction. But…complex doesn’t mean impossible. If inflationary pressure is shrinking profitability margins, don’t get too caught up in what the headlines say… 👀 JUST FOCUS ON WHAT YOU CAN CONTROL 👀 You may not be able to control freight costs, but you can control how costs are allocated in your business. You can offset increases in freight costs with improvements in operational efficiency by automating vendor ordering, inventory management, or shipping. 💡 You may not be able to control broader economic fluctuations, but you can control how you manage your finances.  💡 You may not be able to control your competition, but you can control your product offering, pricing strategy, and quality. 💡 #sellsideadvisory #mergersandacqusitions #exitplanning #growingabusiness #SMB #middlemarket

𝐅𝐞𝐝𝐄𝐱 𝐒𝐡𝐚𝐫𝐞𝐬 𝐒𝐮𝐫𝐠𝐞 𝐎𝐯𝐞𝐫 15% 𝐨𝐧 𝐒𝐭𝐫𝐨𝐧𝐠 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭 𝐑𝐞𝐚𝐝 𝐌𝐨𝐫𝐞: https://lnkd.in/damFjYJQ 𝐅𝐞𝐝𝐄𝐱 shares skyrocket by 15% after smashing earnings expectations! Discover the surprising details behind their strong performance and future plans. #fedex #stockmarket #earningsreport #businessnews #logistics

And this is just a tease of the wealth of information that came from this M&A discussion. So excited to have Brenda O'Connor Juanas speaking at Manifest: The Future of Supply Chain & Logistics 2025!!! #investing

Most of the retail investors buy a stock as it goes down. Buying cheap is not value investing. You need to question yourself and find out as to why is something cheap? Judging a stock only on its price can lead to making tremendous mistakes. Usually buying a stock on the way up is the right thing but not an easy thing to do. #Equityresearch #Finance #Money #Stockmarket

#The Small caps outshines in Earnings growth There are 48 small caps,38 midcaps n 14 Large cap Co's whose earnings have doubled from Pre covid of 2020 to March 2024, #62 small caps cos whose earnings have Outperformed Nifty 500s earnings CAGR of 18%...

For those who may have missed our latest quarterly commentary, an interesting investing case study is busy unfolding in the SA Retail sector. 🛒 At face value, a company producing a superior dividend at a lower price multiple may be considered a superior investment opportunity. But at what cost? 💸 Paying a higher portion of profits out to shareholders means less money available for reinvestment into your core business. In a highly competitive sector an underinvestment may translate to a deteriorating competitive position, shrinking volumes and less durable margins. 💰 Read more about how the investment decision between two SA Retailers may have two very different outcomes. 🛣️ #investing #retail #stockselection #assetmanagement #valuation #dividends #growth

Consumer and Retail M&A has paused significantly, reflecting Q3 2023's economic uncertainties. Transactional activity hit its lowest point since early 2020, with many buyers and sellers sidelined. Yet, strategic players seek #opportunities despite the slowdown. Challenges include interest rate worries, fading consumer confidence, and strict bank lending, impacting deals. Positive indicators like real wage growth and a robust labor market offer hope. Most firms await better valuations, eyeing a potential 2024 upturn cautiously. Here are notable sector trends: 🛍 Retail Deals Declined: There was a 32% decrease in deals, with values falling by 52%, except for the Roark Capital-Subway deal. 🚙 Private Equity's Impact: PE activity drove retail M&A value, while strategic retail M&A dropped by 30%. 📈 Consumer Sector Surge: M&A deals in the consumer sector surged by 1145%, with the Tapestry/Capri deal leading the way. Dig into our comprehensive report on sector trends and strategies: https://lnkd.in/dcrqYUSJ. #KPMGCNR #ConsumerRetail #MergersandAcquisitions #BusinessStrategy

🌟📈People are messaging me regarding SME companies so my view is very clear please 🙏 note down the points(Personal View): 1)Valuation wise many companies are trading above 30-40 P/E do not chase them blindly let it come down as there is a huge bull run already ongoing and price discounting their business models or guidance in concalls 2)There are many companies without moat going up just for SME Tag without having good earnings or management information just for liquidity 3)SME bull run started way back so we are in a mid journey so it is better to stick to few quality companies and not join the rat race just because the company is SME because I can see oversubscription in IPO of retailers is at ALL TIME HIGH that is not a good sign 4)I have taken only 6% exposure to SME and may go towards 10-12% not more than that at current stage 5)There are good companies too in SME but what important is earnings need to follow up and price should act more on earnings rather than only liquidity or smart money play 6)You can never earn when the room is crowded

Ask White Top Investor: Can retail investors beat the market? As Warren Buffett highlighted, retail investors can beat the market and outperform large investment accounts by taking advantage of their advantages! And there are many small investor advantages! Those advantages include the return, size, growth, liquidity, pecking order, and new listing opportunities not available to large accounts! By using these advantages well, small investors can outperform huge investment accounts! Small investors can learn to play their advantages that huge investment funds do not have, although consistently doing this takes knowledge, time, and effort. See more details, discussion, and FAQs in this lesson, https://lnkd.in/gr5ETHy #MoneyMind #Manage$