The only thing you outlined that had me concerned is the investments in Barrenjoey & Guzman.
I mean, if he wanted M&A/Private Equity exposure he should have just bought Blackrock & Carlyle - both up heaps in the past year.
And the sub par TexMex business - let's not go there, it's not a McDonald's or Starbucks.
But yes, I think he should recover but I think he should really rotate into some cyclical names. Sometimes you have to bend with the market and he's not doing that right now.
Why is this underforming so badly, page-5
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Last
$9.65 |
Change
0.160(1.69%) |
Mkt cap ! $1.735B | |||
| Open | High | Low | Value | Volume |
| $9.60 | $9.66 | $9.56 | $1.408M | 146.5K |
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| No. | Vol. | Price($) |
|---|---|---|
| 13 | 461 | $9.65 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $9.66 | 997 | 8 |
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| Last trade - 11.25am 17/07/2024 (20 minute delay) ? |
| MFG (ASX) Chart |