Frasers Group: The Berkshire Hathaway of British retail

14 March 2024

Even among London-listed mid-caps with GBP 4bn (USD 5bn) market cap, you can find overlooked, underanalysed opportunities.

The stock of leading British retailer Frasers Group should have investors chomping at the bits to buy a stake:

• Duopolistic market share in its core business, sports goods.
• Strong, profitable growth in its new premium and luxury division.
• Excellent track record for opportunistic investments in companies and real estate.

However, a few factors have long stood in the company's way:

• A founder and major shareholder that the media portrayed as oaf.
• A new expansion strategy that was doubted by many.
• No effort made to woo the financial industry.

This situation is about to change.

This research report explains what to expect in great detail – possibly in greater detail than any other research report has done before.

It will put you ahead of the crowd, and point you towards a stock that might be one of the best asymmetric opportunities you can currently find on the London market.

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