Why I’ve changed my mind on CGF, and some thoughts on sell discipline, page-15

@madamswer

Care to share your thoughts in light of the detailed analysis and valuation rational kindly shared by @Transversal and others on this thread?

I am afraid this business is too complicated for me to truly understand (Probably not a wise place for me to invest on that basis alone, but I guess I got conned in by the momentum and ads on the tv when i initially bought shares in 2015, anyway, learning curve, I digress... )

Can I be a pain and ask if you have reduced your holdings in CGF at all over the last 12 months? You mentioned on the CSL thread, it is a stock you would happily sell on valuation grounds.
https://hotcopper.com.au/threads/300-csl-soon.5141377/page-192?post_id=42496096#.XjKt8ok_U0M

I am sure any contribution you can make to this thread would be really appreciated by fellow CGF shareholders.