NSC 0.00% 47.5¢ naos small cap opportunities company limited

Ann: Investment Report & NTA Update - June 2018, page-37

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  1. 5,141 Posts.
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    Do you interpret the article as being a reason ? or an excuse ?
    The article seems plausible, but is it a case to having too few stocks in such a concentrated portfolio and thus effectively "having all your eggs in the one basket". ?
    Only time will tell, but at the moment, the results are hardly noteworthy !
 
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