Quiet Contrarian. Ep 22: Trades for October 2021.
Another busy month, we’re getting close to reopening, with vaccines hitting the magical 80% target and the states setting roadmaps for reopening. I’m starting to get out of things that are linked to reopening, and I think are already overvalued. Buys No buys this month. Sells Shaver Shop Group – SSG.ASX – I initially bought these guys on a recent dip,...