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Always interesting reading Alfredo's observations
April 12 2012 at 4:01 AM
from IP address 126.96.36.199
Insiders view: This is what Alfredo Paramico has bought recently as Watch Fund Manager...
And to a certain degree I agree with him. I find it curious that they are not going heavier into PP. Perhaps they can't find the necessary high quality.
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According to the factsheet
- Falk on Apr 12, 2012, 6:38 AM
"you could get 10 exceptional Rolex for the price of 1 exceptional PP" the gap is closing
- Philipp on Apr 12, 2012, 7:18 AM
Absolutely, I was just trying to explain why they seem to be investing in fewer PP's -nt
- Falk on Apr 12, 2012, 7:46 AM
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