When you read their last presentation on their stock selection criteria you have to wonder how the NUH punt ever ended up on the portfolio? Small $ value but all the same a large % change in value
https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL5g%2B9wRn0v%2BR7jbFiGug%3De
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When you read their last presentation on their stock selection...
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