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ASX:REA

Rea Group Ltd

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Investment Summary

The fund managers believe that REA Group Ltd's recent performance has been strong, yet they express caution regarding the share price, which was around $238.16 at the time. In their opinion, the valuation appears stretched, sitting at a standard deviation above the historical average. Additionally, the uncertainty surrounding the unexpected CEO resignation has prompted them to reduce their position in the company. Overall, they highlight the need for vigilance given the current market dynamics.

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Commentary From The Managers

Ten Cap

28 Feb 2025

$238.16

  • Ten Cap observed a robust performance leading to a strong result.
  • The fund manager reduced their REA position.
  • The valuation appeared stretched, sitting at a standard deviation above historical average.
  • There is rising uncertainty following an unexpected CEO resignation.

Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

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Thesis Tracker. 2025.

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