EPISODE 348 - PETER STAMOULIS
On the Thursday edition of the Morning Mail, David is joined by Evans and Partners Research Analyst Peter Stamoulis.
We update our research view on Wotif.com Holdings Ltd where our current recommendation is negative. Peter outlines the business model, then we discuss the cyclical nature of the business and structural pressure it faces. While the share price has fallen recently, potentially offering better value for investors, Peter discusses why he remains cautious in his view of the company.
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