Another boring letter from the leftovers at VGI (or is it Regal or will it be PM Capital - I guess it doesn't matter when our capital is captive!). Hard to get excited about anything these guys own. Terrible portfolio management - gets bearish when markets were bottoming, and more invested as markets go up? Talks about quality stocks, but owns a miner, Shell and a defense contractor in Germany. Should have just bought Microsoft - and we'd all be richer for it. Hopefully Philanthropic Phil replaces these two hopeless no-names soon. Good luck to fellow LIC holders, God knows we'll need it.
Ann: VG1 Investor Letter - Period to December 2023, page-2
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Last
$1.95 |
Change
0.045(2.37%) |
Mkt cap ! $539.0M | |||
| Open | High | Low | Value | Volume |
| $1.90 | $1.95 | $1.88 | $1.588M | 826.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 15700 | $1.91 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.95 | 137614 | 4 |
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| Last trade - 16.10pm 26/09/2024 (20 minute delay) ? |
| VG1 (ASX) Chart |