Once in a while, the market presents us with opportunities that seem too good to be true. What seems like an outstanding business trades for a cheap valuation, and the setup looks fantastic. In these situations, I often ask myself: Why does this opportunity exist? Why would a great business be on sale?
Most protein bars taste bad. I rather eat a steak for my protein kick... that being said its the best selling protein bar in Whole Foods' rocky mountain region and its been featured in Costco national promotions back to back years. Some people must like it.
To me its a widget. So long as people buy it, I don't care what it is.
Yeah I agree. Investment horizons have shortened so much these days that few people are willing to hold something with no catalyst for 6-12 months (I'm a culprit too sometimes).
Depressed short-term results: ECOR, CPH? Overlooked quality: HTCR?
should have bought more SBBC. it had a lot of those signs you mentioned
I'm surprised they're able to do so well selling those garbage bars.
Most protein bars taste bad. I rather eat a steak for my protein kick... that being said its the best selling protein bar in Whole Foods' rocky mountain region and its been featured in Costco national promotions back to back years. Some people must like it.
To me its a widget. So long as people buy it, I don't care what it is.
I think depressed short term results is the best. Investors seem to have holding companies that are going through some sort of temporary issue.
Yeah I agree. Investment horizons have shortened so much these days that few people are willing to hold something with no catalyst for 6-12 months (I'm a culprit too sometimes).