Quiet Contrarian. Ep29-30: Trades for April-May 2022

Sometime life just decides to kick you in the nuts. Personal stuff has kept me from updating, but I’m back, and things will be nuts for a while, but I’m hoping to get back on deck and back into investing more earnestly in the next FY.

Sells

Webjet Ltd – WEB.ASX – Some positivity around reopening has caused this to rise. Felt like this was a good exit point, as I’m not convinced that I buy the “can get more market share in the post covid world” argument to justify their increased market cap. Seems risky.

hsuan