Consumer Services Australian Community
Our community narratives are driven by numbers and valuation.
Consumer Services Australian Investing Ideas
Retail Food Group
9.6% undervalued intrinsic discount
Retail Food Group (ASX: RFG) — Deep-Value Thesis
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Published 10 Jun
IDP Education
67.1% undervalued intrinsic discount
IDP Education Limited (ASX: IEL) - A contrarian Review
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Updated 20 Aug
EDU Holdings
37.0% undervalued intrinsic discount
The Tiny Australian School Stock That Bought Back a Quarter of Itself While Nobody Was Looking
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Updated 5 Aug
Aristocrat Leisure
16.7% undervalued intrinsic discount
Aristocrat Leisure: The Hidden Moat Behind the Machines
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Published 2 Aug
Transmetro
15.6% undervalued intrinsic discount
Transmetro’s Post-Pandemic Rebound Gains Momentum
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Published 20 Feb
Jumbo Interactive
56.9% undervalued intrinsic discount
Undervalued lottery company with strong fundamentals
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Published 6 May 2025
Star Entertainment Group
48.1% undervalued intrinsic discount
SGR Turn around or take over?
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Updated 14 Oct 2024
Corporate Travel Management
53.8% undervalued intrinsic discount
Governance And Project Risks Will Reshape Travel Services Before Operational Improvements Emerge
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Published 3 Sep
Jumbo Interactive
29.7% undervalued intrinsic discount
JIN: Share Buyback Extension And Dividend Payment Will Strengthen Upside Potential
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Updated 4 Aug
