Thanks Carsten for generously sharing all your move and performance in a very detailed fashion. I like the special situation bucket for keep you active... while waiting for trees to grow.- I might copy you on this and assigned a 5% allocation to this to keep me busy. The opportunistic crocodile analogy is amazing.
Doing nothing is the hardest part.
Happy new year to you!
Well done, a great year and plenty of contrarian names in there.
Thanks Carsten for generously sharing all your move and performance in a very detailed fashion. I like the special situation bucket for keep you active... while waiting for trees to grow.- I might copy you on this and assigned a 5% allocation to this to keep me busy. The opportunistic crocodile analogy is amazing.
Curious why you sold out of Texhong? Obviously had a very difficult recent year, but plenty of history of strong profits and shareholder returns.