Daniel with an L @daniel3point0
I tweet about undervalued stocks, usually in Vietnam, and also write about them here: https://t.co/oyMeLqLOp8 Joined May 2010-
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That feeling when you want to talk about a stock, but you also want to buy more of it cheaply.
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My investment in this drug distributor has not been a home-run, but the basic thesis remains intact and, subtracting its ownership of DTP, the company now sells for just 2.2x earnings.
My investment in this drug distributor has not been a home-run, but the basic thesis remains intact and, subtracting its ownership of DTP, the company now sells for just 2.2x earnings.
I have been slowly adding to my position in this company and now own 1% of it.
I have been slowly adding to my position in this company and now own 1% of it.
Daniel with an L retweeted
More narrative violations in NYC office. - Flight to quality - Conversions reducing supply From CNBC. $VNO $SLG
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