A heartfelt post from someone who has worked with him, learnt tremendously from him and has huge respect for him.
Tag - ICRA
Quick, relevant and timely tweets
In many cases, when a buyback is announced...
stock price doesn't do much and hovers upto 20% below the buyback price
However, once the buyback is over, the stock price moves and it really moves !
You need people to offer their shares for buyback, isn't it?
#vodafoneidea funding subject to ARPU increase
#airtel prices cannot sustain at this level
#jio for Reliance need to take responsibility given petrochemicals muted outlook
#govt need to provide stability to get more money from the industry
Meaning - prices will increase soon !
#edelweiss 2016 to 2018 - how great financing businesses are built. every fund would rave how they identified it early
Post 2018 - Price of becoming over aggressive. Many funds - we already exited at the top (though facts indicate otherwise)
Future - no one knows !
Unilever to introduce mouthwash that claims to kill 99.9% of coronavirus!
They seem to have a much better efficacy than vaccine guys #pfizer #moderna
#Moderna to charge governments $25 to $37 per dose of it's #COVID19 vaccine
This is significant pricing especially in relation to the developing economies where govts would be forced to offer it free to large population
🤔 are rules being rewritten for future investors?
What about Buffett's Buy and hold strategy and owning the business philosophy?
#stocks #investinh #buffett