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