MVF 2.24% $1.14 monash ivf group limited

News: MVF Monash IVF Group Posts FY Net Profit Attributable $21.4 Mln, page-6

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    Well - no matter the results, MVF have a powerful group of Specialists inside the business who can extract a significant share of the earnings if they put their minds to it. Adds a layer of risk IMO. I remember VEI (or VGH) many years ago had a major tussle with their specialists, and never really performed as was initially expected. MVF on some metrics seems good value, but on reflection I don't understand the balance of power issues. VRT is another that could suffer similarly. If this issue was nailed down somehow, I would be very interested.

    I'm not sure if gaining capital is a major difficulty, if the specialists strike out on their own.
    Last edited by CaptainBarnacles: 27/08/18
 
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