Quiet Contrarian. Ep37: Trades for November 2022
Lots of selling into the Santa rally. I still believe a recession is coming in CY23. Sells Computershare Ltd – CPU.ASX – I bought these guys as a high RoE quality tech stock. Lucked out as they turned into an interest rate beneficiary. Not really a growth company anymore, but trading at multiples >24x. Time to sell. Nick Scali Ltd –...