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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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10 views
We reiterate my Buy rating on Power Corporation, citing a compelling 20% discount to NAV and strong defensive qualities amid market volatility. Power's underlying holdings are not overvalued compared to peers, and the persistent NAV discount offers a margin of safety rather than a value trap. Growth prospects are robust: forward revenue growth is projected at 16.6%, outpacing Canadian financial peers, with key holdings delivering record results.
