Unseen rule 1 :: whatever be the reason, never justify the valuations of a rising stock price
Unseen rule 2 :: whatever be the reason, never defend the quality/reason of a falling stock price
Unseen rule 3 :: never react in an impulsive manner to a rising/falling stock price
More from Conviction | Patience
Playing real estate and home improvement structural story in \U0001f1ee\U0001f1f3 via a focused proxy consumption \U0001f9fa
— Conviction | Patience (@unseenvalue) January 10, 2020
1. Asian Paints
2. Pidilite
3. SHIL (Hindware portfolio)
4. Fragrance SpecChem (Kelkar & Fairchem)
Consumption | Proxy Consumption
Never Knowingly Misguide.
Money making and fake advisory/PMS propaganda has never been my agenda
In just 15 years, #LaurusLabs has scaled up like no other..!
— Conviction | Patience (@unseenvalue) July 5, 2020
Numbers v Narrative: Well balanced 2800 Cr sales + huge competitive advantage in terms of IP/patents/synthesis capability!
Comparing Laurus with others - 1 hrs 28 mins\U0001f447https://t.co/Zzx6AwHZLH
Conviction | Patience pic.twitter.com/I6bImfjDCW
More from Wise investing
Spoke to a group of students from London School of Economics this morning. So many great questions. As usual, multiple Qs gravitate around \u201chow do you know?\u201d Or how did you know or how could you know? It\u2019s the reason I wrote this. https://t.co/aECMjIFxw0
— Ho Nam (@honam) June 27, 2021