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Jonas
@MyNameChef
1Anno·

Hey,


Do you think it would be useful $BIRK (-1,8%) (Birkenstock) to buy? Is supposed to go on the NYSE tomorrow. I am undecided. Somehow I have the feeling that Birkenstock is overvalued. Especially recently, other IPOs have gone to the exchange which were highly valued and the shares have gone south relatively quickly, for example: $CART .


Would times like to know your opinion on this.

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NEWT@SteelAnacott
1Anno
Quite apart from the IPO, I ask myself with every possible investment beforehand how deep the moat is and I don't see that with Birkenstock, or at least not so deep that I would be interested. I mean the slippers are not bad but for me not indispensable or irreplaceable.
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Staatsmann@Staatsmann
1Anno
In the meantime, we are "only" assuming valuations of just under 1.46 billion. With sales of 1.X billion and a surplus of almost 0.2 billion, the factor is 7.3 (0.2 billion * 7.3 = 1.46 billion), at least if I calculate the IPO valuation with a price-to-earnings multiple. In my view, these figures are slowly becoming more realistic than the targeted 10 billion! (https://getqu.in/03m9VX/)
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Jonas@MyNameChef
1Anno
@Staatsmann Dankesehr!
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puth1990@Puth1990
1Anno
@Staatsmann what exactly do you calculate with it ?
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Staatsmann@Staatsmann
1Anno
@user480e7a3b2ab04d08 Market capitalization combined with the factorization of price and shares issued. Is at least one way to look at IPOs to see how realistic the valuation is. If a company makes almost no money but values itself at a factor of 500, then you know something is wrong. Plus, IPOs are often used to allow existing investors to cash out anyway.
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puth1990@Puth1990
1Anno
@Staatsmann what factor would be acceptable ?
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Staatsmann@Staatsmann
1Anno
@user480e7a3b2ab04d08 It depends on the market situation for the IPO. Currently, below 15 is quite realistic, depending on the company. But Birkenstock once expected a factor of 50, which is completely exaggerated. Here is an interesting list: http://valuationacademy.com/industry-specific-multiples/
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Barsten@Barsten
1Anno
Nö
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John@Transporter
1Anno
No, the investor wants to cash in....
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Smudo@Smudeo
1Anno
IPO always go but Birkenstock no no subscription and no post-purchase
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