December 1, 2021
Quiet Contrarian. Ep 23: Trades for November 2021.
Quiet month, largely just continuing the consolidation of my portfolio, the selling down of reopening trades got derailed a bit with the omicron scare. Buys No buys this month. Sells Altium LTD – ALU.ASX – I bought these guys in the early part of the covid drop. Just a small amount as they were still really quite overpriced. I always felt...