ELS 0.00% 36.0¢ elsight limited

Bulls Hiding?, page-8

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    Everyone has their own investment mandate. I admire Alex Waislitz, CEO of Thorney Group, worth a lazy 1.3B. Now starting to invest heavily in the Tech and AI space. A very switched on individual.

    His rules...

    Six reasons to walk away from a potential investment:

    Run by the wrong people
    Management focused on promotion, not operation
    The financial metrics don’t stack up
    A ‘hockey stick’ earnings profile
    A lack of uniqueness
    The competitive landscape in their industry too strong.

    I ran the ruler over ELS for the above...still very content with my risk appetite on this one.
 
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