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details on why i'm negative on ppx, page-23

  1. pajdons
    18 Posts.
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    17/12/11
    17:41
    Post #: 9454516
    Re Orbis Opp Fund

    Had to go back to August montly "fact sheet" to see a disclosed holding of pxupa and none at end of Sept. Yet the end of Sept "quarterly report" indicates 2% of portfolio (11th biggest holding).

    Gives you confidence in Orbis disclosures.


    SRS Price at posting: 8.7¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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