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Investment Strategies / Falling Knives
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Author: Said ⎊  😊 😞
Number: of 759 
Subject: Re: Nestlé...
Date: 09/10/2025 4:31 PM
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the investment case rests on the assumption that the rut is transient.
...... it's cheap mainly only in comparison to its own past when the business was doing better.

I fully agree. There are good reasons why itīs cheap (measured on itīs own past). But thatīs the whole point of a "falling knife", isnīt it? That you catch it only when you think a great company has temporary problems they get to grips (as it once was the case e.g. with Coke if I remember correctly). I have enough trust in Nestlé do believe they do and will continue to be a great company.
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