MND monadelphous group limited

Inordinate Ineptitude, page-7

  1. 2,251 Posts.
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    I agree of course but at the same time it's good we keep a few analysts to subsidise the large ETF industry.
    https://blog.craigsip.com/index-funds-future-free-riders/
    I am bemused by these guys claim that analysts take a questioning approach to management, more like sycophantic I would say.
    I don't get annoyed by these things as I see them as symptoms of an ilness that runs much deeper in society.
    Incidentally I have learned my lesson on Macro and MND lol, but my cautious optimism on PRG, SMX and STO (in progress) has been vindicated over your pessimism @madamswer.
    As a value investor I tend to avoid growth stocks or sell them early, now that MND has re-rated is their a point where you will consider selling? It of course related to the overall condition of the market which I would describe as nerve wracking and time for conservatism/holding lots of cash.
    There's little of value to invest the proceeds into anyway.
    I wonder how that short selling savant @DSD is getting on?
    Last edited by croasian: 27/11/17
 
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