WGB 0.00% $2.20 wam global limited

Commentary & Reporting, page-25

  1. 2,122 Posts.
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    As mentioned previously, part of the ‘Wilson way’ is taking positions in company’s with an upcoming catalyst - usually an earnings beat, or entering an earnings upgrade cycle.

    To that end, some good stock picking on Vivendi (+5.63%), SS&C (+5.59%) who reported beats today, and Scout24 (+11.85%) up on takeover activity.

    Discount to NTA probably now 7 - 8%.
 
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