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02/08/19
14:25
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Originally posted by goldbear77:
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Instos know it’s a risk going in and retail is irrelevant the instos also have ways of playing both directions but I don’t think bud is a short story from 8c to here - this is just what you get once you’ve got no mkt trust and negative macro remember one of the reasons I said to sell last July was cos the business had a risk of being in turnaround when a big equity shock comes its a pickle in the sun atm... or an overturned tortoise if you prefer the classics no defence vs attacks from above
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That has been a concern of mine for a while now. Could see BUD potentially turning it around but given the time taken, the broader market heads south and it will be caught up in it regardless of how well or otherwise the business is doing at that point in time.
Originally posted by goldbear77:
↑
Instos know it’s a risk going in and retail is irrelevant the instos also have ways of playing both directions but I don’t think bud is a short story from 8c to here - this is just what you get once you’ve got no mkt trust and negative macro remember one of the reasons I said to sell last July was cos the business had a risk of being in turnaround when a big equity shock comes its a pickle in the sun atm... or an overturned tortoise if you prefer the classics no defence vs attacks from above
Expand