Discover and read the best of Twitter Threads about #contingentliabilities
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I have been receiving requests to write about When to sell a stock/ investment ? #Whentosell
I’m writing this thread based on when I sell and logic behind the selling an investment
1. I sell when my investment thesis is wrong or the investment is playing out for wrong reasons
I’m writing this thread based on when I sell and logic behind the selling an investment
1. I sell when my investment thesis is wrong or the investment is playing out for wrong reasons
I invested in a few pharma companies with a hypothesis that #USFDA issues,pricing issues will be sorted and growth return to normal, but currently pharma has given me > 100 % returns for wrong reasons which I did not hypothesise #Covid19
2. I sell when my research or my analysis is wrong
In 2016 I invested in #Tarajewels based on #Graham net net, I was on a 30% profit, when i reanalyzed I found I missed to take into account #contingentliabilities and sold the position.
In 2016 I invested in #Tarajewels based on #Graham net net, I was on a 30% profit, when i reanalyzed I found I missed to take into account #contingentliabilities and sold the position.
