MAH 1.47% 33.5¢ macmahon holdings limited

Tale of the Tape, page-13

  1. 949 Posts.
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    Nope, I responded to Spencer's 5 March post.

    I was surprised as well, but he's been unhappy with me ever since I told him that I'd subscribe for shares in FOR pre-listing, and then I only bought the minimum application amount ($10k).

    SJ is a genuinely competent and candid fund manager, but there is plenty of daylight between FOR's long term track record and mine, so if I have to choose between his fund, and my own high conviction ideas, then there really isn't much of a contest.

    It was nothing personal, I just had too many other good opportunities at the time. Q.E.D. (I was filling my boots with SLX at 30cps at the time).
 
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