Subject: Re: Unite Group (UTG), UK, falling knife.
> I plan to attempt to develop a list of properties along side book value, university, university rankings on the different league tables and track changes in those measures

It's been my own experience that the more effort is needed to understand if an investment at a given price is basically amazing or dreadful, the better it is to avoid it completely.

Personally, I don't think any of this information is needed to judge Unite Group at 500p, LTV 27%, NAV 955p, ongoing buyback, though I accept you feel that way.

If the price was 800-900p, then this sort of thing you are interested in could be a good idea to judge if the next stop would be 600p or 1100p.

But I wouldn't buy this stock at 900p, either way. And if it took *that* much work to understand, I'd just move on to something else.

I think it's better to look for things that are likely worth 700-1100p, on sale for 500p, and let the market figure out for itself what it wants to pay.

Ideally, something where just weeks ago the market actually was paying 700p+ for it, quite cheerfully, and where there isn't really much new information to change things since then.


> You are correct to call me out for making statements in a public forum on subjects I am not well informed about.

I didn't call you out for that and I feel you've accidentally mischaracterised what I wrote.

It's OK to comment on hunches or fears that don't have evidence.

It's OK to make statements on subjects you're not well informed about.

I suggested it might not be helpful to keep doing it again and again and again, within a single post many times, *and* without any evidence at all supporting it.

Repetition is extremely dangerous to the human mind; if you see something repeated to you many times, you may pick up the belief subconsciously without even realising how it got on board.

I feel it's not conducive to a good healthy discussion, that's all.

TRS


PS. Repetition is extremely dangerous to the human mind; if you see something repeated to you many times, you may pick up the belief subconsciously without even realising how it got on board.