I re-invested about 40% of the Altium cash on Friday. Bought...

I re-invested about 40% of the Altium cash on Friday.

Bought AD8, KAR and MIN. 3 very different companies, but all trading at prices that seem good value. Maybe they will get even cheaper next week, in which case I will probably deploy some of the remaining $$$.

For me, it actually feels like a good time to invest. The overall market is expensive, but it is concentrated in certain areas (eg big tech, Aussie banks). Plenty of other areas are unloved and offering opportunities