Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Following on from my recent pieces looking at the key first step of investment analysis – researching the senior team – here’s a (rare) positive piece from me about that in the context of a missed opportunity at Totally (TLY).
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Comments
wildrides
Sorry Cyanide Bear ………… but your first view was right . Its taken me three years to extract myself from this giant lobster pot at virtually no profit at all . Its a hostage to fortune ……….. of the NHS . If it diversifies away sucessfully from its current customer base I may reconsider .
BRITTA
Ah the joy of hindsight.
Fully-valued in your view, so neither a value (long) proposition nor a short one. Very helpful, thanks.
Cynical Bear
@Britta: My pleasure. With Wildrides getting ahead of you in the comments for once, I was worried for a second you hadn’t read it!