Quiet Contrarian. Ep 25: Trades for December 2021.

Hope everyone has managed to have some happy holidays!

Buys

Airtasker LTD – ART.ASX – Bit of a punt on these guys for a small amount. Think they could grow, and develop the business to be the go to place for small local jobs (as opposed to online jobs (Fiverr) and larger jobs (HiPages)). Watched some talks and I liked how the CEO thought about the platform and data. Time will tell if they can implement.

Magellan Financial Group – MFG.ASX – A high quality business, currently went through a massive 1-2-3. Their funds haven’t been performing well (defensive funds in a growth market), loss of an institutional investor, surprise loss of CEO. This has been a painful one, but I’m backing the quality. Doubled down for the long hold (possibly 3+ years long). But I’m a bit worried that I just caught a falling knife. May be more to drop.

Sells

No sells this month