Ashiana Housing – Post Moratorium – Valuation AnalysisGuest Post
Ashiana Housing - Review After The Quarter by balajithinks, Beowulf Capital
What happens when one of your top holdings loses close to 20% in a week. Full one-fifth of the market cap wipes out. Lots of investors likes to blog real-time when a security goes up 20%. Very few tend to write when it goes down.
Observation no. 1: Ashiana housing can be had 20% cheaper now than 10 days ago. Had to get that out of my system. The intrinsic . . .
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