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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: Blackswanny   😊 😞
Number: of 4582 
Subject: Re: Greggs PLC (GRG.L)
Date: 04/16/25 2:45 PM
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No. of Recommendations: 2
Being UK based I had a look at Greggs but the free cashflow was more in 2019 than now and is very inconsistent. Very happy customer though!

B&M value retail is one that caught my eye, it was trading @ c4x free cashflow. I had quite a large holding in Dollar General and it jumped somewhat traded out, was looking at B&M because of the DG holding but instead purchased Alphabet as I liked the valuation and not a great fan of retail. "It's a goddamm retailer?" Munger.

B&M consistently have free cashflow of c£600m pa, now £3bn market cap c5% yield.
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This community has written 589 posts about Non-US Stocks. The article-length ones it recommended most:
Greggs PLC (GRG.L) · 21 recs · 2025
Topicus: Not Constellation · 16 recs · 2026
Unite Group (UTG), UK, falling knife. · 13 recs · 2025
SKAN · 11 recs · 2025
MELI - Brazilian darling · 10 recs · 2025
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