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$2.10 nearmap ltd

Ann: Capital raising to accelerate growth opportunities, page-192

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16/09/20

12:39

Post #: 47383808
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Originally posted by RTheo: ↑

I prefer an explicit investment thesis which says something explicitly measurable about the addressable market, strategy, competition, management integrity & alignment of interests, balance sheet, revenue and cost growth, cash, dilution and T20 shareholders. Then I like to make an explicit statement about each that would raise the sell flag. If I can't do this to my satisfaction before buying, its usually because I don't understand the business enough and that is a good reason to avoid. My key point here is that so long as your personal investment thesis remains intact, then a very long term hold (aka Birdman) is sensible.

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So you are betting that you and your research is solid and mistake proof. Aren't you? You do not leave room for a "what if i am wrong scenario"

NEA Price at posting: $2.49 Sentiment: Sell Disclosure: Not Held
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0 Great analysis

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