Jump to content

bennycx

Member
  • Posts

    231
  • Joined

  • Last visited

Posts posted by bennycx

  1. 3 minutes ago, Gregmal said:

    Assuming HBS stands for…… Harvard Business School…then that’s kind of my point. None of these guys did real work or grinded through shit jobs saving their $100k a year for 5+ years hoping to launch their funds. They never put up with being shit on by bosses while working 12 hours a day. They were just given it. 


    sad you just spelt out my life :]

  2. On 11/15/2021 at 11:26 PM, irnovo said:

    I'll suggest reading two writeups on VIC, https://www.valueinvestorsclub.com/

    For me, I am mostly looking at bigger picture and downside protection. Plasma protein market will continue to grow for the foreseeable future. GRFS is in plasma protein oligopoly. Debt is being used to acquire smaller players in the market. The cost of debt is low, indicating no worries that company will not be able to debt/interest. I don't see a scenario where rev does not grow or margins suppress. The risk is that gene editing tech (CRISPR etc) makes plasma protein therapies obsolete, but that is really far in my opinion. Recent weakness in share price is due to debt and dividend cut. My time horizon and expectation is a double in 5 years.

     

    what do you think of the strategic investment from GIC where they are using high cost "debt" although longer duration to repay back low cost debt?

×
×
  • Create New...