HM1 2.66% $2.70 hearts and minds investments limited

Ann: Weekly NTA Estimate, page-5

  1. 39 Posts.
    lightbulb Created with Sketch. 1
    Well said. HM1 was a victim of it's own success during the bull market and it led to a culture of moonshots being taken with investor's capital at arguably the last 3 conferences. The next monthly report will be interesting to see what sort of commentary is provided around the core holdings. If I can see some basic principles of risk management I might start to tread back in. Tough sell when 35% of the portfolio appears to be yolo plays currently.
 
watchlist Created with Sketch. Add HM1 (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.