tag:blogger.com,1999:blog-3686764185628666543.post2886689281842769144..comments2023-10-10T03:26:30.831+13:00Comments on Share Investor: Kathmandu IPO: What is it Worth?Share Investorhttp://www.blogger.com/profile/02150520236094812434noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3686764185628666543.post-81976776817704890612009-10-28T07:38:00.421+13:002009-10-28T07:38:00.421+13:00I like VC too but while they are expert at their f...I like VC too but while they are expert at their financial analysis their model largely ignores the things you point out above.<br /><br />I tend to focus on those and they don't look good for Kathmndu as a whole or for some of the weaker retail players.Share Investorhttps://www.blogger.com/profile/02150520236094812434noreply@blogger.comtag:blogger.com,1999:blog-3686764185628666543.post-86288859053073815012009-10-27T07:06:05.909+13:002009-10-27T07:06:05.909+13:00valuecruncher is a nice site and I have found some...valuecruncher is a nice site and I have found some use in the site for my longer term investments.<br /><br />Seems that Darren has become a lot more pessimistic about the overall economy. Rightfully so.<br /><br />The growth rates do not even take in to account Jan Cameron's "threat" to launch her own outdoor sports label. <br /><br />I have always found their pricing strange, in that I really have no desire to buy their products at full price when I just wait a few weeks and buy them at 50%. So Jan has a point with her proposed pricing and ability to compete.SBTradeshttps://www.blogger.com/profile/05733253279331854250noreply@blogger.com