Yup, I still hold ALU, all the way from $4
I made the mistake of selling some of my position at $18 for rebalancing its weight in my portfolio. A lot is baked in at current levels, but I am determined not to tinker with it any further despite it still being my largest holding.
What else do you have your eye on? It is hard to find a good tech investment with an MoS these days.
Ann: Pushpay 2020 Interim Results Presentation, page-23
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