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Prikvačeni tweet
How to augment your Sector knowledge? Follow these 5 points
1. The Five Rules For Successful Stock Investing by Pat Dorsey
2. Con Calls - as many as you can in that sector
3. Annual Reports - as many as you can in that sector
4. Interact with trade/channel partners
5. AGMspic.twitter.com/2ZOx3nkC4i
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Any Tesla bulls alive today?


https://twitter.com/unseenvalue/status/1213385001062076416 …
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UnseenValue proslijedio/la je Tweet
Exit only if an accounting fraud or corporate governance issue. Else will hold for next decade. Astec Atul Clariant Deepak Nitrite DMCC Excel Industries Fairchem Navin Fluorine NOCIL Rallis SH Kelkar Sudarshan Chemical | My preferred SpecChem for next 10Y
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Q: Reliable fair value of any business? A: What a knowledgeable buyer would pay to buy the whole business from a knowledgeable seller in an all-cash transaction. 1. Knowledgeable Buyer 2. Knowledgeable Seller 3. Whole Business 4. All-Cash Deal Intrinsic Value | Fair Valuehttps://twitter.com/langvalcapital/status/1224621687154462721 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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I am right. The market is wrong. This simple assumption causes endless grief. | Humility
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News flash......all automotive companies except Tesla will shut down in the near future. This is the reason for such a massive scarcity premium on TSLA. Obituary getting drafted across the board
BMW
Audi
Mercedes-Benz
Citroën
Renault
Toyota
Volkswagen
Hyundai
General MotorsHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Sincere gratitude and appreciation for my beloved bear uncle. Hope he will reward on Eris Lifesciences too :) ITC
Dil Diya Hai......Capital Allocation Bhi Denge....Jaan Nahi Denge 
Perception Changing Price or Price Changes Perception - who cares!!pic.twitter.com/69qGhBsudX
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UnseenValue proslijedio/la je Tweet
Price over 375: Management been growth hungry and their strategy to diversify into complex downstream derivates always had great potential. R&D play. Better days ahead! Price below 225: DASDA game over; Commodity; Maine bola tha...

Deepak Nitrite | Price Changes PerceptionHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
UnseenValue proslijedio/la je Tweet
Dear Bear Uncle, Congrats on the hard work you’ve done till date on
#ITC. But, the job is incomplete! Look at the opportunity landscape - most Bulls are dead. The surviving ones are too weak to fight. It’s now or never towards ~200. Good luck, Ye Consumption Bull mange more!Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Form is temporary. Class is permanent. |
https://twitter.com/unseenvalue/status/1216299067036315649 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
UnseenValue proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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The hedgehogs are hibernating now, but spring is not far away! We’re getting there......
pic.twitter.com/NCHgXQMzXl
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There you go…..exactly what it says on their tin - "Unique Home Improvement Experience"
#SlowClap for@buildcom "Your most unhappy customers are your greatest source of learning." - Bill Gateshttps://twitter.com/RGVirtual/status/1223799214456492032 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
New management? Yes New greenfield CAPEX? Yes New molecules? Yes New R&D infrastructure? Yes New highs? Why not !......
Tata's Corporate Governance | Rallis
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Good Management (M) + Business (B) combo is like Kapil Dev! You only pay for the base business valuations (Bowling) but the asset generates "new sources" of "Cash-Fountains" over time (like Kapil's explosive Batting and world-class Fielding). | Good M + B = steady +ve surprises
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It's a hat-trick! Hard to believe that this small-cap Pharma was available at half price ~6 months back. | RPG Life Sciences
pic.twitter.com/NF9vfR0HZz
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"Companies are rarely criticized for the things that they failed to try. But they are, many times, criticized for things they tried and failed at." - Jeff Bezos Innovate. Fail. Learn. Fix. Afresh.... CDMO | FMCG | SpecChem | Pharma
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CDMO | CRAMS | Pharma

#LaurusLabs is a teenager at 15 today. The size of their operations dwarfs many CRAMS/Pharma double of Laurus's age! Was a dazzling beauty at 330-340. A perfect cocktail of "Large Opportunity + Scaleable DNA" Conviction | Patience | Sector Focus
https://twitter.com/unseenvalue/status/1207674579122036738 …
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When the valuations are at historic lows the crowd focuses on the -ve aspects. When the valuations are at historic peak the crowd focuses on the +ve aspects. Contrarian wins | Play reverse sweep instead
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If I have faith in the capability and ethics of the senior management team - I don't really care about the micro-details in financial statements. If I don't trust the management - any clarifications or details won't help change my stance on the business. | Management Quality
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