March 2, 2022
Quiet Contrarian. Ep27: Trades for February 2022
Buys CSL LTD – CSL.ASX – The capital raising didn’t give me many shares. So I topped up. Currently sits at about 2% of my portfolio. Investment thesis is largely: Legendary company that continuously manages to find growth, has been hurt a bit through Covid, this should turnaround with the world reopening.