Quiet Contrarian. Ep 12: Trades for January 2021
Buys
Magellan Finances – MFG.ASX – They are a funds-under-management-style business, managing a series of funds and portfolios. They have had a price dip lately based on slower growth in their FUM and performance of their funds. Management is stellar, and they new products coming to the market that may hopefully takeover, and increase their growth trajectory. There is some risk that this may be a bit too late in the growth cycle. See the full analysis here
