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KGN

Kogan.com Ltd

Multiline Retail

·

Consumer Discretionary

2

comments

2

fund managers

past 90 days

About Kogan.com Ltd

Kogan.com Ltd. is an Australian retail and services company headquartered in South Melbourne. Founded in 2006, it operates through two core segments: Kogan.com and Mighty Ape. The Kogan.com segment focuses on online retailing of in-house and third-party products, marketplace services, subscriptions, and commission-based offerings, including telecommunications, insurance, utilities, and travel. It also generates revenue via an advertising platform. The Mighty Ape segment specializes in online retail for gaming and entertainment products, providing subscription services and telecommunications. The company manages a diverse portfolio of e-commerce operations, marketplace transactions, and consumer service commissions.

Commentary Volume

2

Comments

2

Fund managers

0

Past 90 days

SOURCE

ACTION

COMMENT PREVIEW

FUND MANAGER

DATE

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Source: Ipsum Capital Q4 Quarterly Letter  ·  Published 14 March 2025

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Source: Ipsum Capital Q4 Quarterly Letter  ·  Published 14 March 2025

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14 Mar 2025

ic

Ipsum Capital

"Lorem ipsum dolor sit amet...

Q4 Letter

14 Mar 2025

ic

Dolor Investments

"Lorem ipsum dolor sit amet...

Q4 Letter

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§ Important Notice

The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

Commentary

Sector

Consumer Discretionary

Market cap

$33M

Fund managers

2 managers

First covered

31 Jan 2024

Last updated

30 Apr 2024

Company Details

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§ Reminder

The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

Frequently asked questions about Kogan.com Ltd (ASX:KGN)

Frequently asked questions

Who is investing in Kogan.com Ltd (ASX:KGN)?

Fund managers including Endeavor Asset Management and Wilson Asset Management have invested in Kogan.com Ltd (ASX:KGN).

What is the short interest in Kogan.com Ltd (ASX:KGN)?

The short interest in Kogan.com Ltd (ASX:KGN) is 1.95% which makes it the 132nd most shorted stock on the ASX. Of the 99.9M shares that Kogan.com Ltd has on issue, 2.0M have been sold short.

What does Kogan.com Ltd (ASX:KGN) do?

Kogan.com Ltd. is an Australian retail and services company headquartered in South Melbourne. Founded in 2006, it operates through two core segments: Kogan.com and Mighty Ape. The Kogan.com segment focuses on online retailing of in-house and third-party products, marketplace services, subscriptions, and commission-based offerings, including telecommunications, insurance, utilities, and travel. It also generates revenue via an advertising platform. The Mighty Ape segment specializes in online retail for gaming and entertainment products, providing subscription services and telecommunications. The company manages a diverse portfolio of e-commerce operations, marketplace transactions, and consumer service commissions.

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