Quiet Contrarian. Ep46: Trades for July 2023

Sells

Airtasker Ltd – ART.ASX – I talked about this last month, continuing to sell down.

Kina Securities Ltd – KSL.ASX – There is so much going on in these guys that is good, then there are alot of geopolitical and regulatory risks I’m pretty sure I don’t understand. They have an AMAZING dividend, at ~14%, but they have also been stopped from acquisitions because of their already dominant position in the PNG banking sector. I really have no read on what their future is, and they have been slowly bleeding out since I’ve owned them and I have no idea what will change that. Time to clear the decks for better opportunities.