Q3 was another excellent result, returning +14.59% against the benchmark return of -4.04%. YTD return for the financial year so far is +77.05%. My only trade for the quarter was purchasing Webjet. Kogan again contributed a significant proportion of the return, but the standout in percentage growth was Spirit Telecom, rising 70%. I am constantly…
Month: March 2018
Kogan – HY18 numbers
Kogan released their HY numbers a couple of weeks back, and did not disappoint. Revenue, expected to grow at 35%, instead grew at 45.7%. Gross margins improved to 19.4%. And the dividend was increased to 6.9c per share. Based on the IPO price of $1.80 just a year ago, this annualises to a dividend yield…