Idris Jala comments and some important snippets.
https://www.youtube.com/watch?v=tY7FbjdN_Tc I was looking through some youtube videos and came across some comments on Ayalaland. at 16.40 minutes. How the company is able to grow explosively.
Posts
Avaland
Potential multibagger. Share price 18 cents. Nav 74 cents. Avayaland is successfully turning the company around to profitability. Latest earnings is 60mil compared to 260mil market cap.
Luxotica
Essilor luxotica A company with potential Kelly partners, a company operating in the accounting space where they acquire business.
Uncle Pinson got cancer
He seems to be doing better,I heard the chemo was a success, pray to god that he gets well soon.
Sold out of lithium
I sold out of my lithium position and have started regretting it. I sold at 7.4, its at 8.8 now. At its peak it was 9.27. Somehow I don't feel like updating the blog as often.
Reoriented my portfolio
I sold off my lithium positions then bought back. I have 17000 shares in lithium argentina right now.