✨ 18 Jan 2022 | Value Investing Substack NEWS
Shinya Deguchi of Star Magnolia Capital Interview, French Bastide (15% CAGR upside), MSFT acquires Activision for $68B, Indonesia moves capital, Ukraine invasion imminent, UK Boris Johnson to resign?
SUBSTACKS + BLOGS + TWITTER
Market cap would be 1600m versus 368m on a very conservative valuation. The CAGR will be nearly 15.8%.
The adjusted net profit will be €105m, and the PE will be 25, which is fair for such a growth machine.
Market cap would be 2625 versus 368 now or a 21.7% CAGR.
Microsoft to acquire Activision Blizzard for $68.7 billion (USA - Technology)
Genting HK looks to liquidation as funding dries up (HK - Gambling)
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