Although I haven’t posted since March, there has been a fair amount of activity since last writing:


Sold REF, as I no longer believe Cigar Butts are a good investment strategy to find value

Added to BGL at 77c

Added to BPF during the recent capital raising at 25c

Exited some loss-making positions in companies whose prospects I no longer admire

Bought RNT and AVJ – articles to come


My forward strategy has refocused to target value, either main street companies selling at deep discounts, or rising stars in the tech industry, an area in which I have professional competency.  There are many more tech companies emerging on the ASX thanks to the ability to easily backdoor list via a listed shell company (although people have told me it is sometimes easier and cheaper just to list normally).


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