Retail Australian Community
Our community narratives are driven by numbers and valuation.
Retail Australian Investing Ideas
Dusk Group
9.8% overvalued intrinsic discount
Dusk Group (ASX: DSK) — FY26: A Better Business With Less Money. No Margin of Safety at Current Price
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Published 20 Aug
Dusk Group
8.2% undervalued intrinsic discount
Buying a Dollar for Fifty Cents: The Case for Dusk Group
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Updated 30 Aug
Super Retail Group
5.9% undervalued intrinsic discount
Fair Value Intriguingly Set at $11.54 for SUL Investors
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Published 14 Mar
Beacon Lighting Group
26.9% undervalued intrinsic discount
Beacon Trade and Vertical Integration leading Growth. However, economic headwinds and store rollouts could continue to fuel OpEx
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Published 19 Feb
Wesfarmers
18.2% overvalued intrinsic discount
Wesfarmers Limited is a high-quality, stable long-term compounder, though it often trades at a premium valuation.
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Published 12 Mar
JB Hi-Fi
4.1% undervalued intrinsic discount
JB Hi-Fi will bounce back with the AI-enabled PC replacement cycle
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Published 20 Feb
Kogan.com
66.1% undervalued intrinsic discount
Kogan.com will see revenue bounce back with a 17% surge
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Updated 12 May
Wesfarmers
11.2% overvalued intrinsic discount
Wesfarmers: From Farmers' Co-op to Retail Empire
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Published 15 Aug
