PatientInvesting

To discuss stocks - deep value, growth, or whatever catches fancy.

[PatientInvesting @InvestSlowly]

@pksahu9 @FinancialXpress Good report, but seems strange. Just last week they have both denied closing this window early, and removed PSL caps from FCNR deposits.

[PatientInvesting @InvestSlowly]

@Whiztango @PositiveGamma @Karthik287 Do you have number of any Central Bank RM?

[PatientInvesting @InvestSlowly]

@Whiztango @PositiveGamma @Karthik287 Can you kindly DM - i am unable to DM you. Thanks

[PatientInvesting @InvestSlowly]

@Whiztango @PositiveGamma @Karthik287 I had the same comments post looking at their docs - who is offering the best returns as per you? Want to exchange notes?

[PatientInvesting @InvestSlowly]

@jzrdan It was fine post results announcement, seems something said during the call

[PatientInvesting @InvestSlowly]

@jzrdan Why do you think the stock corrected post earnings?

[PatientInvesting @InvestSlowly]

@Wghhn123 @phil_hk @IBKR This exception is for foreigners also?

[PatientInvesting @InvestSlowly]

@DakotasTwits What? Spread the love!

[PatientInvesting @InvestSlowly]

@value_invest12 If FSD picks up, then probably there will be some smaller FSD co., which will benefit more in %age terms. Any candidates?

[PatientInvesting @InvestSlowly]

@TomWrightAsia I just read your book Billion Dollar Whale and truly loved it :) Amazing! Thank you :)

[PatientInvesting @InvestSlowly]

This is life!

[PatientInvesting @InvestSlowly]

Just an update on this, and a bit of shameless self promotion. The name is up 25 percent in 1.5 trading days since the article for publish. Thanks for the vote of confidence and please follow and ask your friends to follow for many such gems going forward $grvy

[PatientInvesting @InvestSlowly]

$grvy my article on gravity. Super bullish on name. While I think it would be futile to put exact upside. Think easy to see 5x share price growth from here.

[Seeking Alpha @SeekingAlpha]

$GRVY - Gravity: Predictable Gaming Cash Flow, Cheap Valuations. https://t.co/2VFHIKsMqF #finance #trading #business

[PatientInvesting @InvestSlowly]

@zippytrades @Pappakeno1 No idea. Think that because of the run, only now has it reached a size to attract sellside attention

[PatientInvesting @InvestSlowly]

@Akeem95209415 Thanks

[PatientInvesting @InvestSlowly]

@MaltheJunget Thanks

[PatientInvesting @InvestSlowly]

@SeekingAlpha $grvy Thanks guys for appreciating the article. Stock seems to have responded and is up 7 as I tweet this. Getting lot of DMs with investors saying they have increased or initiated fresh positions.

[PatientInvesting @InvestSlowly]

@DragonflyValue @SeekingAlpha .. successful increases manifold when it's part of IP and some proof of this is the nature of partners it is attracting (grvy was approached by Bytedance and not the other way round). But completely not dismissive of the very pertinent observations you have raised.

[PatientInvesting @InvestSlowly]

@DragonflyValue @SeekingAlpha ...a bigger concern. We have to wait and watch as both games are new (and my sense is that my Next forecasts will turn out to be pretty conservative). But think the new games pipeline will more than compensate for any trail offs. The chances of a game being...

[PatientInvesting @InvestSlowly]

@DragonflyValue @SeekingAlpha Infact $se had raised cash through dilution of equity, while this cash pile has been completely organic.

[PatientInvesting @InvestSlowly]

@DragonflyValue @SeekingAlpha Yes, they clarified they are saving up for future for any m&a opportunities. But this is par for the course for gaming companies, who have cash always stored for a rainy day. Like sea had kept raising cash and always kept $1bn in bank even when it was a fledgling company...