Grifols

Why To Watch From The Sidelines

Today I'm sharing a thesis on Grifols that I've published on the Seeking Alpha website. From time to time, I'll share some of my ideas there. If you have an account on Seeking Alpha, follow me there.

Link to Seeking Alpha Article

In the article, I address the issues Grifols has faced after Gotham City's bearish report, and attempting to answer the following questions:

• Is the plasma sector poised for future growth and protected by defensive barriers?

• What is Grifols' competitive position compared to its main rivals?

• Can it manage its debt effectively?

Read over there to find out why I prefer to watch Grifols from the sidelines.

In the next article here on Substack, I'll address one of the toughest moments in portfolio management, the selling moment, and how reflecting on Howard Marks' concept of the pendulum between extreme fear and greed can help.