June 5, 2025
Quiet Contrarian. Ep66: Trades for May 2025
Sells Nick Scali Ltd – NCK.ASX – Sold out of my last holdings of NCK, this was one of my favourite long term holdings. A high quality furniture business that was amazingly run, with high RoE, and constantly underestimated. More recently the market seems to have improved their sentiment around them (new growth story with the UK expansion). I’m not quite...