Investing Experience -
Risk Profile -
Followers
0
Following
0
Blog Posts
0
Threads
4
Blogs
Threads
Portfolio
Follower
Following
Summary
Total comments
4
Past 30 days
0
Past 7 days
0
Today
0
User Comments
News & Blogs
2020-04-05 21:26 | Report Abuse
Some scuttlebutt on Stne by JDP Capital Management...
https://www.philstockworld.com/2020/02/29/jdp-capital-management-2019-annual-letter/
News & Blogs
2020-04-04 00:17 | Report Abuse
Just curious, are you still adding Stone Co at lower price now? Stone Co is the most interesting ideas that I come across on i3 as I am a new member.
News & Blogs
2020-04-02 14:17 | Report Abuse
Hi Philip, really admire your track record for QL and Topglov. I noticed that you have a huge position in StoneCo. They have 3G imprint all over. I am a bit worry that it will end up like two 3G investment like KHC and BUD because they push their business variables too far. May I know how you have a huge conviction on Stone Co? Any qualitative factor that you see? Thanks
Philip ( buy what you understand)'s Portfolio: PHILIP FARMS TRACKED PORTFOLIO ON I3INVESTOR
2020-04-22 13:04 | Report Abuse
Hi Philip,
I totally agree with you on all the growth trigger on PChem.
The PIPC and their low cost feedstocks supply next door is their competitive strength.
I am pretty sure that their volume can double in 2022.
Need your advise on how to think about this.
Their net profit is = price x volume
Based on management guidance, the overcapacity in Asia Region will only clear in 2023.
Almost all product price trending downwards except Urea.
So, I guess we will have a volatile earning ahead .
So should we nibbling all the way down every quarter or buy in one shot now?
Thank you for your continuous effort to guide new investors on i3.