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RomainRoth

Romain Roth

Pro Investor 28 copieurs
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Market News – July 17, 2025

2025-07-17

Market News – July 17, 2025 𝐏𝐚𝐠𝐚𝐲𝐚 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬: 𝐏𝐫𝐨𝐦𝐢𝐬𝐢𝐧𝐠 𝐏𝐫𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐫𝐲 𝐒𝐞𝐜𝐨𝐧𝐝 𝐐𝐮𝐚𝐫𝐭𝐞𝐫 𝐑𝐞𝐬𝐮𝐥𝐭𝐬, 𝐒𝐡𝐚𝐫𝐞𝐬 𝐑𝐢𝐬𝐞 𝟐𝟎% $PGY released encouraging second-quarter earnings estimates on Thursday, anticipating revenue of around $ 326 million. This performance exceeded the expectations of analysts surveyed by FactSet, who were expecting $ 298.5 million. The company plans to release its full results on August 7. This brings me to a lesson I learned after several years of research. Warren Buffet believes that you should sell a stock in three cases: when you need liquidity, when you find another stock of even better quality, or when the company's business is turning around. But I finally found a 4th reason dictated by one of his disciples, the billionaire 𝐑𝐚𝐤𝐞𝐬𝐡 𝐉𝐡𝐮𝐧𝐣𝐡𝐮𝐧𝐰𝐚𝐥𝐚, nicknamed "the Warren Buffet of India": we sell a stock not when it is expensive, not when it is very expensive, but when it is very, very expensive. Obviously, all this is subjective, but it means that we must think carefully about selling a stock even when it increases 20% during the day because we can miss out on the future growth of this same stock. $NSDQ100 $SPX500

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