Household Appliances


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. AB Electrolux (publ) ELUXY13,18212,98715,31317,24518,10616,31215,19516,22013,30415,25615,73514,78116,90316,98714,33214,620121,093122,060124,129118,981
2. Whirlpool Corporation WHR10,32510,34311,01612,17613,22014,31718,08019,40818,90717,09918,36618,66618,14318,76919,87220,89120,71821,25321,03720,856
3. Viomi Technology Co., Ltd VIOT3138732,5614,648
4. Helen of Troy Limited HELE3003614514594755825906356536236487771,1821,2881,3171,4451,3931,5371,4901,5641,707
5. iRobot Corporation IRBT54951421892493082994014664364875576176618841,0931,214
6. Hamilton Beach Brands Holding Company HBB768745612630612
7. Purple Innovation, Inc PRPL4.315.8400286428
8. Q.E.P. Co., Inc QEPC1141131101291431742122162182042062382612843032983093103223790
9. P&F Industries, Inc PFIN80667786104108112111887351556076756057596559
10. Astro Communications, Inc ASTO4.753.843.74
11. Ambient Water Corporation AWGI0.020.140.10.240.04
12. Mestek, Inc MCCK376394374367405372386378374304281305345347311329
13. Progressive Green Solutions, Inc PGSC1.653.252.774.85


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. AB Electrolux (publ) ELUXY0.990.991.181.131.050.90.931.070.821.151.030.941.1410.841.028.281.011.020.96
2. Whirlpool Corporation WHR111.071.111.091.081.261.070.970.91.071.020.971.031.061.050.991.030.990.99
3. Viomi Technology Co., Ltd VIOT2.792.792.931.81
4. Helen of Troy Limited HELE1.211.211.251.021.031.221.011.081.030.951.041.21.521.091.021.10.961.10.971.051.09
5. iRobot Corporation IRBT1.751.751.491.331.321.240.971.341.160.941.121.141.111.071.341.241.11
6. Hamilton Beach Brands Holding Company HBB0.970.970.821.030.97
7. Purple Innovation, Inc PRPL1.361.360NANINF1.5
8. Q.E.P. Co., Inc QEPC0.990.990.971.181.111.211.221.021.010.941.011.161.11.091.070.981.0411.041.180
9. P&F Industries, Inc PFIN0.820.821.161.121.21.041.030.990.790.830.71.081.11.270.990.80.951.031.10.9
10. Astro Communications, Inc ASTO1.11.11.090.810.97
11. Ambient Water Corporation AWGI7.117.110.682.480.17
12. Mestek, Inc MCCK1.051.050.950.981.10.921.040.980.990.810.931.081.1310.91.06
13. Progressive Green Solutions, Inc PGSC1.971.970.851.75