weekly news letter from HM1
In portfolio news this week, we have now purchased most of the names recommended at this year's conference. A couple of the stocks had some important news that was due for release this week and last, and so we held off buying our full amounts. Pleasingly, another of our stocks, pitched so passionately by Hamish Corlett; Slack Technologies (WORK.NAS) looks to have been approached by Salesforce for merger discussions according to the US press. The stock jumped some 40% last week as a result. Our NTA's were pretty flat for the week, as strength in Slack was offset by some pullbacks in other names in the portfolio.
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- Ann: October Investment Update & NTA
Ann: October Investment Update & NTA, page-21
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