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Value Hunter's latest activity

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    Value Hunter replied to the thread WES - Wesfarmers Limited.
    Wesfarmers had Earnings Per Share (EPS) of 225.7 cents for FY2024 compared to 217.8 cents for FY2023. So that is a 3.6% increase in the...
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    Value Hunter replied to the thread Cashless society.
    The issue I take with this is that tender time is only a theoretical cost its not an actual cash cost to consumers (or businesses).
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    Value Hunter replied to the thread Inflation.
    Also I disagree with the RBA that wage increases are a problem they are just playing catch up for the many years in recent history when...
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    Value Hunter replied to the thread Inflation.
    As for what over9k said I largely agree, and actually its a Neo-keynesian fallacy that interest rates are the main factor in controlling...
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    Value Hunter replied to the thread Cashless society.
    Firstly you didn't address my concerns about freedom. If there is no cash and the government wishes to freeze peoples bank accounts for...
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    Value Hunter replied to the thread Cashless society.
    I get where you are coming from but I don't think cash usage will keep declining until it gets to zero, it will stabilize at a certain...
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    Value Hunter replied to the thread NXT - NEXTDC Limited.
    Its insulting to BHP to compare it to Nextdc. BHP is a cash generating machine and any problems BHP has had have been caused by...
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    Value Hunter replied to the thread NXT - NEXTDC Limited.
    Although to be fair it would take a long time to build out the competing infrastructure.
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    Value Hunter reacted to qldfrog's post in the thread NXT - NEXTDC Limited with Like Like.
    I also believe there is not much IP in such a business, basically, as indicated before: REIT + bunch of A/C and racks of servers...
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    Value Hunter replied to the thread Fokas Beyond?.
    Who is making 3% a month? That is not conservative at all. If you do that long term you are ahead of 99.9% of investors.
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    Value Hunter replied to the thread PSQ - Pacific Smiles Group.
    Crazy that another company paid 4.3x book value for a company earning only 13% return on equity with generally no track record of...
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    Value Hunter replied to the thread PSQ - Pacific Smiles Group.
    This is in line with comments I have made in other threads that corporate rollups especially in a small market such as Australia and...
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    Value Hunter replied to the thread Cashless society.
    Well even water and electricity there was some initial level of taxpayer subsidization to build out the infrastructure grid. And also...
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    Project Veritas tricks an FDA lawyer to open up on FDA brain washing. Paraphrasing the FDA tweet about ivermectin that doctors sued them...
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