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
ALU Price at posting:
$68.33 Sentiment: Hold Disclosure: Held