Greg Meller

10 posts

Greg Meller

Greg Meller

@GregMeller

London, England Katılım Aralık 2018
4 Takip Edilen9 Takipçiler
Ophir Gottlieb
Ophir Gottlieb@OphirGottlieb·
CML Pro members, a note in CMLC on $JMIA.
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Ophir Gottlieb
Ophir Gottlieb@OphirGottlieb·
@GregMeller I only discuss that w CML pro members in a private forum (like Community). We will send the CEO interview today (or tomorrow).
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Greg Meller
Greg Meller@GregMeller·
@OphirGottlieb I love the Jumia business and the numbers speak volumes. Is the CML view the same even after the stock keeps getting hit hard?
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Greg Meller
Greg Meller@GregMeller·
@OphirGottlieb Jumia seems to get hit hard every week. I like the business, but… where does this end?
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Ophir Gottlieb
Ophir Gottlieb@OphirGottlieb·
@GregMeller We're in a small to mid cap growth bear market that started in Nov 2020 or Feb 2021 depending on how one looks at it.
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Ophir Gottlieb
Ophir Gottlieb@OphirGottlieb·
CML Pro members, I just completed $JMIA CEO $BIGC CFO Hope to get both out this weekend with analysis. If not, then early next week. Both were good. bit.ly/CMLPro
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Greg Meller
Greg Meller@GregMeller·
@OphirGottlieb That makes sense. Glad to see Jumia still in your top picks. I really like the business. Thanks for your insights!
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