Knight Therapeutics Inc T.GUD

Buffet admits errors unlike GUD MNGT

[Benedict16th]

From FT.com

Buffett admitted that he had failed to meet his dealmaking mandate and also admitted the $36.8bn purchase price he struck in 2016 for Precision Castparts, the largest takeover Berkshire has ever agreed, was “a mistake I made”. The company took a $9.8bn writedown on the division in the second quarter

[Chianchin]

Buffets very good MNGT. GUD not

[EbbFlow88]

Buffett also emphazised prudence in hoarding his cash and buying back shares instead. So, in that respect they are very similar. One of the main reasons I like this company is Goodman and his ability as a cash allocator.  He will create value and due to market getting impatient as there are seemingly easier options to make money (bitcoin, gamestop, etc.) and the Real is weakening vs. CAD it

[Benedict16th]

Buffet investement strategies are mostly flows and very few ebbs, Gud's strategies are all ebb and no flow. It ebbed from $10.50 to $5.20. Numbers never lie

[Stockoman1]

Patience? Been that for several years as the stock price continued a downward  drift to its present state.  No value there !

[mjn797979]

Over the last 7 years, you would have made more money putting it your kids piggy bank than in Knight. There is literally almost no one that has made money holding this. Its almost a feat considering the performance of markets. Pathetic

[EbbFlow88]

The price of an asset can change on a dime. Just look how fast it fell and then rose in March 2020. GUD has also earned $166M as shown on Q3 balance sheet. Also, from inception of owning this 7 years ago, you're technically up and or breakeven. Where does it go from here? Can it go lower, sure. But there is value here and it is a great opportunity to pick up these shares at low prices.