October 4, 2022
Quiet Contrarian. Ep35: Trades for September 2022
Busy this month. Buys Genusplus Group Ltd – GNP.ASX – Doubled down on these guys. Service Stream – SSM.ASX – Their EOFY result got hurt by weak profit due to a number of big one offs for the year. They have historically managed their finances well, and have the chance to grow if they can increase the margins in the Lendlease services...