ASOS: Our investment is down 30% - Did we make a mistake? - CEO leaving, profit warning etc.

Hi all,

We recently made an investment in ASOS, and created a video about it. Shortly thereafter the results for 2021 came out (which were disappointing), and it was also announced that the CEO would leave the company.

The market did not react well to these news, and the share price fell considerably.

In this video we are reviewing our investment in ASOS, and discussing if we made a mistake investing in the company.

Best,
Lars and Roshni

00:00 - Intro
00:45 - What is this video about?
01:12 - Were the 2021 results that bad?
03:00 - Is the long-term outlook still good?
04:44 - What actions are we taking?
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Видео ASOS: Our investment is down 30% - Did we make a mistake? - CEO leaving, profit warning etc. канала HaugenPatel Value Investing