This is a clip from a few weeks back, good to watch and listen to quality management like Mr barry lambert.Barry discusses countplus and what this means to cou holders.The endless growth model is obvious here and with a combination of moc which is another cash cow and undervalued at present then one might get the impression that investors who are holding shares in cou are going to see this quality business continue to grow their intrinsic value by 20%+ per annum well into the future as both moc and cou are franchises and don't have the need for capital.
Moc and cou results together over the last 3 years is a combination of $80 million+ free cashflow for investors.Anyone holding shares in cou and moc will see a rapid increase in the intrinsic value of both businesses over the next 4-5 years as cou and moc are quality businesses run by quality management and at current levels they look undervalued imo looking 5 years ahead of time.The track record for both is evident and this can be witnessed by the companies financial statements/reports over the past 4-5 years.
Great buying opportunities for both moc and cou.
COU Price at posting:
$1.34 Sentiment: LT Buy Disclosure: Held
