February 10, 2023
Quiet Contrarian. Ep39: Trades for January 2023
Continuing to sell as the market rallies. The narrative seems to have become one of bullishness, I am not sure I believe it… Sells Appen Ltd – APX.ASX – Got out on recent price strength, these guys have been bleeding out for a while now. Time to let them go. Nick Scali Ltd – NCK.ASX– Sold down to a 1.5% position,...