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23 July 2019
Livewire – Woolworths and Wesfarmers; they both command $44 billion market caps, have both outperformed the market over 12 months, and have both made significant acquisitions and divestments. The reality today is that these are two vastly different businesses. So, the question is, which is the better investment?
We look squarely at this decision in this week’s thematic discussion, with Ben Clark from TMS Capital hosting Vince Pezzullo from Perpetual and Adam Alexander from Evans & Partners. We ask what their key differences are, what this means from a valuation perspective and ultimately which is the pick of the two. Because as Ben quips here: ‘The prices may not be down, down, but these stocks are well worth having a look at’.
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