Topped up today @ $1.02, even better than one of the Directors ! As much as I have bagged Karl and Cadence in the past, I just rec kon CDM has been over sold and is now trading at a fairly ridiculous discount to NTA. I listened to Henry Jennings interview Karl “On the Couch). Available on the CDM website under media! and found it a genuine, and informative interview which shows Karl’s experience (flaws and all) but which demonstrated the research and thinking behind the investment decisions and strategy. If you look at the portfolio, it is generally of good quality stocks. Just my thinking…… Discounts eventually. Lose if the quality is there, and in this case despite previous errors of judgement, I think it is. DYOR
CDM Price at posting:
$1.03 Sentiment: Hold Disclosure: Held
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