CGF 3.99% $6.25 challenger limited

Why I’ve changed my mind on CGF, and some thoughts on sell discipline, page-16

  1. 16,964 Posts.
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    "Care to share your thoughts in light of the detailed analysis and valuation rational kindly shared by @Transversal and others on this thread?"

    @vic_wattle,

    Ordinarily I'd be happy to, but this time of the year is where my limited energy and attention is devoted to analysing the financial results being reported.

    Sorry.

    PS. No, I haven't sold any of my CGF shares, for the reason that I don't think the business is overvalued, let alone sufficiently overvalued for me to be happy to crystalise a tax liability.
 
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