CSL Analysis and Valuation
by, 9th-June-2009 at 11:44 AM (11186 Views)
High on uncertainly low on risk, a classic Dhandho investment.
“Wall Street sometimes gets confused between risk and uncertainty, and you can profit handsomely from that confusion. The Street hates uncertainty, and it demonstrates that hate by collapsing the quoted stock price of the underlying business.” Mohnish Pabrai, The Dhandho Investor.
CSL Limited Initial Analysis and Valuation
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