VG1 vgi partners global investments limited

Not a lot of change for the NTA this week (Friday to now)....

  1. 1,797 Posts.
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    Not a lot of change for the NTA this week (Friday to now). Shorts are a large part of the fund now so hard to know if they have performed better or worse than the benchmark. Olympus is performing well on a monthly metric. Their single-use disposable scopes should be showing up in the revenue data soon. It seems to be more common to find disposable scopes in hospitals but there are many competitors for essentially the same product - (sterile, disposable, good image).

    I think it is safe to say there will be no immediate bounce in this bear market. How do you leave a bad party when the exit door is locked? Increase ETOH.


    https://hotcopper.com.au/data/attachments/4416/4416884-28878f47c9dd98b69cff7f4151f433c2.jpg

    https://hotcopper.com.au/data/attachments/4417/4417033-9a1cc041755602469d6cbf2edb6f0a60.jpg


 
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