After a dramatic earnings season, fund mangers are looking for long-term growth in a tricky environment. Here are some of their top picks.
sees a lot to like in Cettire, the online platform for luxury goods. It’s founder led, it’s got great organic revenue growth and good profitability, and it’s capital light because it holds no inventory. And she believes it’s cheap, trading on 30 times 2024 earnings. But Farr-Jones also believes there’s the potential for Cettire to deliver growth for years as its customer base becomes larger and stickier, and its bigger market share attracts more retailers.
is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine.
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