I hold a few stocks I’m not really committed to so haven’t listed (big banks/miners and a few other holdings I’m looking to exit).
Of all these OBL is one that could really do with your expertise! It’s a high quality litigation funded with conservative management and accounting (similar to the qualities of CCP management) … but with earnings spread across on balance sheet and 6 funds with different models, understanding the financials is complicated. Would of course be very glad to chat with you on any of those forums tho!
Cheers, Simon
CCP Price at posting:
$31.20 Sentiment: Hold Disclosure: Held
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