- "Rightmove: Trading Update & Margin Reset (Quick Note)" The 13% price decline is unfair, and investors need to view core growth and new investments separately Now ~20x P/E $RMV
- ~17x is also the trailing P/E for Brown-Forman $BF.B Except BF's Cash Conversion was historically ~80% (and ~50% in FY23-25) vs. $RMV's ~100% UK house prices +1% y/y as of Jan-26 (Nationwide) US Spirits market still down LSD BF Net Sales -2% organic FY26Q2, flat across FY26H1Feb 4, 2026 16:03
