Safety from trumps dementia? Endevour Group (EDV)?

u/Rufawana · Reddit — r/ASX_Bets · January 20, 2026 at 09:09 · ⬆ 42 pts · 💬 60 comments  | View on Reddit ↗
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Original Reddit post

Author proposes Endeavour Group (ASX: EDV) as a defensive domestic 'bunker' play with deep value, cash generation, and fully franked dividends.

EDV.AX — LONG The author argues Endeavour Group is a defensive domestic play immune to geopolitical turmoil, trading near all-time lows at roughly a 40% discount to fair value estimates. They cite the largest Australian retail liquor network (BWS, Dan Murphy's, pubs, pokies) as a cash cow with a moat, plus fully franked dividends as attractive while growth stocks get whipsawed. The author frames it as a place to sit out the storm collecting dividends, not a 10-bagger.

Thinking about where to park some cash that's completely immune to this circus and I landed on something deeply unsexy Endeavour Group (ASX: EDV).

Score 42
Comments 60
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u/Rufawana Reddit r/ASX_Bets
EDV defensive deep value, franked dividends
The author argues Endeavour Group is a defensive domestic play immune to geopolitical turmoil, trading near all-time lows at roughly a 40% discount to fair value estimates. They cite the largest Australian retail liquor network (BWS, Dan Murphy's, pubs, pokies) as a cash cow with a moat, plus fully franked dividends as attractive while growth stocks get whipsawed. The author frames it as a place to sit out the storm collecting dividends, not a 10-bagger.
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This Reddit post, published January 20, 2026, features u/Rufawana discussing EDV.AX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Rufawana  · Tickers: EDV.AX