CDM cadence capital limited

Ann: Investment Update and NTA May 2021, page-5

  1. 240 Posts.
    lightbulb Created with Sketch. 20
    My thoughts exactly:

    Looking at Appen it dropped from $25 mid Feb, $18 mid March to $11 mid May and currently $14.

    The short position first showed in their top holdings end of May, who knows when they first took that position and if they reduced it over the last couple of weeks.

    I would love to know the actual % holdings.

    Tesla brings back bad memories
 
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