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).
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