Jenesh Lal Shrestha

[KPIS - Khanal Pradhanang Investment Services @kpis_investment]

#Throwback
On December 29,2021 a few members of our team at @kpis_investment along with other value investors in Nepal interacted with Abdullah Al-Rezwan (@borrowed_ideas) - a famous value investment researcher. (1/n)
#investment #finance #Nepal #sharemarket #NEPSE

[KPIS - Khanal Pradhanang Investment Services @kpis_investment]

During a bull market, this would have meant 10% upper circuit for several days!
But alas, we are in a bear market!

[KPIS - Khanal Pradhanang Investment Services @kpis_investment]

We are on Twitter now!

[Jenesh Lal Shrestha @LalJenesh]

@RayJoshi90 @mrhumidity @AlbertBridgeCap @NepseGambler That looks like your car. @RayJoshi90

[Jenesh Lal Shrestha @LalJenesh]

@mrhumidity @BillAckman But higher interest rates increase our discount rates simultaneously, which decreases the present value of stocks.

Thoughts?

[Jenesh Lal Shrestha @LalJenesh]

@arpankh228 @NepseGambler As the current production capacity of the cement industry is already much higher than the demand, the passing of rising prices to customers will only widen this gap.

So, while the cement margins might not squeeze, total revenue should get affected due to the lower quantity sold.

[Jenesh Lal Shrestha @LalJenesh]

@arpankh228 @Nd172557208 I will keep that in mind!

[Jenesh Lal Shrestha @LalJenesh]

@TSOH_Investing @arpankh228

[Jenesh Lal Shrestha @LalJenesh]

@daarlagyomylord why not search for online copies of the book?