if you don’t trust management, then don’t invest in the...

if you don’t trust management, then don’t invest in the stock.

However, i see Thai vendor having more skins in the game than most managing directors in ASX listed companies..

No economic activity, high unemployment. Yet, some ASX stocks rise, this is just airy fairy speculative rise. It rise because too much money is printed around the world, not because increases of any real value or profit.

unlike the “market” i don’t need to over analyse the financials, the trends to death.. then make assumption. Whether profitable or not.. whether management have secret plan to cheat shareholders or not.

all i need is a person sitting outside in front of the casino, count the number of patrons enter and leaving per day. That’s enough to give me my financials.

”Market” can and have been wrong, focusing too much on “conspiracy theory”, doubt and assumption. if market want to throw the baby out with the bath water.. good, i have and intend to continue profiting from the market failure to see and recognise the scenario playing out.