WLS wcm global long short limited

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  1. 331 Posts.
    I recently bought WLSO - not at 5c today though. When WLS next reports its NTA I think the implied discount (post tax NTA) will be over 12% - too high in my opinion, gap will close and oppies will rerate.

    Cheap leverage to the broader market in my view.

    Cheers
    Monty
 
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