tag:blogger.com,1999:blog-19902038.post116300297121491954..comments2023-10-25T20:39:53.572+05:30Comments on Graham to Livermore, I want to be all: Noteworthy performers in my folio: Ankur Drugs, Man Industries & SubrosUnknownnoreply@blogger.comBlogger2125tag:blogger.com,1999:blog-19902038.post-1163015318506825292006-11-09T01:18:00.000+05:302006-11-09T01:18:00.000+05:30Prasanth:You are right! Needs to be put on the "le...Prasanth:<BR/><BR/>You are right! Needs to be put on the "lessons learned" list. But, not so warly. I think I will wait for another quarter for this to be put into the above list. A quarter's performance is too short a period to take a call on a company's performance.<BR/><BR/>--<BR/>Ravi.Ravi Purohithttps://www.blogger.com/profile/17616076999283569192noreply@blogger.comtag:blogger.com,1999:blog-19902038.post-1163014246541576072006-11-09T01:00:00.000+05:302006-11-09T01:00:00.000+05:30"Not surprisingly, the stock has slipped by around..."Not surprisingly, the stock has slipped by around 25% since I bought it. The 'cigar butt' really hit me tight on my butt :("<BR/><BR/>ROTFL !!<BR/><BR/>Ravi,<BR/><BR/>Don't be sad. Mark it up to "lessons learned" !!. BTW, from what i have read of Graham, you invest in such "cigar butt" companies only if you could buy enough stake and influence to force the management to unlock value. Since you did not, may be it was not a "cigar butt" investment after all. <BR/><BR/>Regards,<BR/><BR/>PrasanthAnonymousnoreply@blogger.com