Fairly average performance with not much of an excuse for the performance. I note in the Investment update that they stated they got a good return from Mortgage Choice (who today announced an 80% profit decline) and then stated they didnt hold APT (Afterpay) because it didnt meet their investment criteria !?
Dealing in A stock that has a profit fall of 80%, the month after SEC says they made good gains from it... meets their investment criteria ?????
I thought they were smart to start with, but now I,m beginning to wonder !
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