Is Rightmove the BEST Value FTSE 100 Stock?

[@andypicken7848]

Nice little start on Watches of Switzerland for you Oz. Always pleasing to have an early riser lol All the best Andy

[@OzbourneForeman]

I appear to have fortunate short-term timing on a majority of my new stocks, time will tell if they will truly pay off. However, it is nice to see a dent of the losses erode, even if it's temporary or not. Thanks Andy!

[@tomfisher7751]

I think they have a great business model, high profit margins, they're asset light and utilising technology. They have strong brand recognition too, and a large market share. I think they're a rare company among UK stocks.

[@OzbourneForeman]

I agree that RMV is a rare company, my concern is that the network effects could be eroded if OnTheMarket has substantial investment. If RMV proves to be strong, then no doubt it will be trading at bigger premium in the future.

[@danthorley6592]

High quality stock but very expensive. There are many better options in the FTSE. I like Centrica, Versuvius and Severfield. Different sectors but better overall factors.

[@OzbourneForeman]

Makes sense, I can see how you're a value investor based on those three mentioned. I personally prefer higher margins, but appreciate a balance between value and quality. Thanks for watching!

[@danthorley6592]

@@OzbourneForeman I think we all forget that there are different styles of investing that throw out very different ideas. Expensive stocks very rarely come out of my model. However, expensive quality with strong momentum can keep going up. Quality + Momentum is a powerful combination that a lot of seasoned investors do extremely well with.