@GrowingAlpha no need to apologise mate. As somebody who has a large portfolio position in Tanla and has suffered the brunt of this brutal fall, I very much appreciate sincere bear thesis presented in a calm and factual manner. I don’t agree with your interpretation of the Forbes article and will detail that out tomorrow, but appreciate the evidence based cautions. I hope to write a detailed post tomorrow about the developments of the past few weeks and my thoughts on them.
Sincerely believe its very important to hold the anti thesis pointers closer to one’s chest than pro thesis pointers especially in scrips where position size is large.
Will delete this post soon.
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