In the pre-owned watch market, valuation precision is paramount. We consistently observe that sellers often misinterpret 'asking price' as 'market value,' leading to skewed expectations. Our internal process prioritizes recent, verified sold comparables over speculative listings. Understanding the true cost of each selling route—from auction commissions to dealer outright purchases—is critical for any seller to accurately project net proceeds. This transparency in valuation methodology is what truly informs a successful transaction. The full analysis is here: #luxurywatches #watchindustry https://lnkd.in/eBBZHKn9

I just built a complete Relative Valuation Model for REDTAPE LIMITED Ltd. Here's what I found 👇 . . . I ran a full peer-comparison and relative valuation on RedTape — benchmarking it against three listed footwear peers: Metro Brands, Campus Activewear, and Khadim India. The model covers: • 5 operating quality metrics across 4 peers (ROCE, Cash Conversion Cycle, OPM, Revenue Growth, Asset Turnover) • 3 independent valuation methods — P/E (Forward), EV/EBITDA, and Price-to-Sales • Bear / Base / Bull scenario analysis on forward EPS • A blended fair value with weighted outputs • And the 5 key risks that could break the thesis Why RedTape? Demerged from Mirza International in 2023, RedTape now runs 669 stores on an asset-light, franchise-heavy model. It's the fastest-growing peer in the group (20% revenue growth in FY26) and posts the highest ROCE at 24%. Yet it trades at the cheapest valuation multiple of the lot. That gap is what this model tries to quantify. The Verdict (Teaser) Even under conservative assumptions — applying the lowest credible peer multiples, not the expensive ones — the blended fair value comes to ₹195. Current market price: ₹119. That's a 64% implied upside. But is the market actually wrong, or is it pricing in something the model isn't? That's what the next 6 to 7 posts will unpack — one assumption at a time. 🔗 Full model documentation: https://lnkd.in/gNvzcH-B Follow along — each post builds on the previous one. By Post 7, you'll have the entire framework. #Valuation #EquityResearch #RedTape #FootwearIndustry #RelativeValuation #Investing #StockMarketIndia

I have to shout out brokers for a second. The amount of work they put in every single day is honestly insane to me. They’re juggling 20+ brands (and at some companies, 300+ 🤯), keeping track of a million moving pieces, getting paperwork in, flying to meetings, following up with buyers, and trying to make everyone happy along the way. When I step back and look at it from a high-level view, I’m like… HOW are you all doing this? 😂 I’m used to myself running around 24/7 because I’m a Gemini and thrive in chaos (which isn’t good, but what founder doesn’t?! 🤣), but that doesn’t mean that your team needs to be. I also think brands need to be more realistic about what to expect when hiring a broker. Buyers usually aren’t responding within 24 hours. Reviews take time. Feedback takes time. And a broker can follow up, advocate, and push things forward, but they can’t make every decision happen on a brand’s timeline. The brand has a huge role in this partnership, too. Send samples when you say you will. Have the presentation ready. Share your data. Be available to collaborate and make decisions. A great broker can do a LOT for a brand. But the best results happen when both sides show up and do the work. So to all the brokers out there keeping 47 tabs open in your brain at once: I see you, and you deserve a little more credit. 💗 To all the brands out there - make sure your partnership isn’t just one-sided. Brokers work a lot harder when they feel appreciated 💙 #brokers #cpg #cpgbrands #partnerships #ceo #sales #grocery #growth #team #expectations #founder #cpgbrokers #food #beverage #supplements #hair #body #brands Breanna Wilson Julie Montroy, RD Christina Mayor CJ Walsh Ashley Bringham Cassie Ruby Tyler Killgore Barbara Carolina Garcia Deena Yahiro Emily Dismukes Jess Wilson Mara Reitzfeld Matt Cotton Shawn Berg Logan Weisberg Jenna Hardin-Muller Missy Reigle

You are not just a wholesaler. You are an investor with one of the highest level acquisition skills in this entire industry. Rehabbers, retail investors, agents — most of them cannot do what you do. Finding motivated sellers, negotiating off-market contracts, moving fast before the deal walks. That is a skill set worth owning. So when you walk into a room, introduce yourself like what you are. An investor. Wholesaling is just your current strategy. Don't let anyone shrink your identity down to a label. Own it. Move like it. Win like it. #RealEstateInvestor #WholesalingRealEstate #OffMarketDeals #InvestorMindset #DarrellMichaelBailey #DarrellBaileyRealEstate #WholesaleToWealth

My co-founder Daniel Bruneau, Ph.D. has spent years studying what actually drives buyer decisions, not what buyers say drives them. Sitting in on deal conversations last week confirmed what his research already shows: buyers do not underwrite optimism, they underwrite evidence. A growth story with no operational proof behind it gets discounted fast, regardless of how good the numbers look on a single page. The businesses that get the strongest offers are not the ones with the best story. They are the ones that could show the same result would happen again next quarter, without the founder in the room. Evidence beats narrative every time a buyer is deciding what to pay. #HealthcareOperator #PracticeValuation #MAConference

My co-founder Daniel Bruneau, Ph.D. has spent years studying what actually drives buyer decisions, not what buyers say drives them. Sitting in on deal conversations last week confirmed what his research already shows: buyers do not underwrite optimism, they underwrite evidence. A growth story with no operational proof behind it gets discounted fast, regardless of how good the numbers look on a single page. The businesses that get the strongest offers are not the ones with the best story. They are the ones that could show the same result would happen again next quarter, without the founder in the room. Evidence beats narrative every time a buyer is deciding what to pay. #HealthcareOperator #PracticeValuation #MAConference

If you're thinking about selling, understanding which type of buyer you're attracting matters more than ever. The market isn't one thing right now—it's four different dynamics at play, and knowing which one applies to your situation changes everything about your strategy, your leverage, and what's actually possible for your move. #FourMarketsDynamics #YourLocalMarketRealEstate #KeepingCurrentMatters #realestate #Nexthome #Davidklinelovett #dklhomes #Seniorliving #Probate #realtor #OrangeCounty #CostaMesa #huntingtonBeach

There is a staggering imbalance in the Australian property market. With roughly 110,000 selling agents across the country fighting for vendors, buyers have historically been left to navigate the process largely on their own. That is why eyeQ Property was founded. Property transactions should have objective guidance, rigorous due diligence, and absolute advocacy on both sides of the fence. While buyer representation has grown from 5% to 15% of transactions in recent years, an overwhelming 85% of buyers still enter the market unrepresented. In this video, I share the core motivation behind launching eyeQ Property and why professional buyer representation is changing the landscape for property purchasers. Watch the video above, and head to eyeqproperty.com.au to learn more about how we help buyers secure the right property with confidence. #RealEstate #PropertyInvestment #BuyerAgent #PropertyMarket #eyeQProperty #CommercialProperty #BusinessLaunch

Exclusivity is not a free option for the buyer. Structure it with clear weekly milestones and a break fee if the buyer simply goes dark. Sellers deserve protection from process freeze while the buyer hunts better deals. Buyers deserve enough runway to complete real diligence. Thirty to forty-five days is plenty for a well-prepared mid-market target. Longer periods usually signal indecision, not complexity. Tie extensions to demonstrated progress on confirmatory items, not charm. Time-box exclusivity like the scarce resource it is. Open-ended exclusivity rewards the slowest party. #M&A #Exclusivity #ProcessDesign #DealSpeed

Financial advisors expect wholesalers to sell. The opportunity to stand out begins when you change that dynamic. Instead of leading with the pitch, lead with thoughtful questions and genuine listening. When an advisor feels heard, the conversation shifts from a sales interaction to an opportunity for real partnership. The best wholesalers know that setting yourself apart starts before the product ever enters the conversation. #FinancialWholesalers #AdvisorRelationships #LeadWithListening #ESAwholesalerpodcast