ASOS deep dive update - still worth it?
An update to my ASOS stock deep dive from a few months ago.
Let's explore what has happened since and whether my thesis or holdings in the stock have changed. Including an updated DCF valuation.
Read the newsletter post: https://www.the-investing-desk.com/as...
The original ASOS deep dive: https://www.the-investing-desk.com/as...
Timeline:
0:00 - ASOS update
1:24 - Fashion market situation
2:57 - Inflation effect
5:33 - ASOS financials
7:51 - Management changes
14:46 - DCF valuation
