The only thing you outlined that had me concerned is the investments in Barrenjoey & Guzman.
I mean, if he wanted M&A/Private Equity exposure he should have just bought Blackrock & Carlyle - both up heaps in the past year.
And the sub par TexMex business - let's not go there, it's not a McDonald's or Starbucks.
But yes, I think he should recover but I think he should really rotate into some cyclical names. Sometimes you have to bend with the market and he's not doing that right now.
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Last
$8.44 |
Change
-0.060(0.71%) |
Mkt cap ! $1.454B | |||
| Open | High | Low | Value | Volume |
| $8.54 | $8.54 | $8.39 | $5.037M | 595.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 500 | $8.39 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.45 | 4641 | 2 |
View Market Depth
| Last trade - 16.10pm 25/06/2025 (20 minute delay) ? |
| MFG (ASX) Chart |