I've just sold a chunk of my shares in Bailador. Now watch the price scream upwards!!!

Parts of their portfolio I like:

• siteminder (at these levels)
• healthcare portfolio

Parts I don't know enough about (but backed in the management)

• Rosterfy
• dash
• hapana
• straker

Parts I distain:

• Prophero. Strong dislike for property purchasing schemes. One of the big ones - DashDot - just went under too.
• It also seems their monthly updates since the slowdown in tech are turning into a 'trust me bro' style of investing without materialising into realisations and results.

Have still maintained some, but have seen something else I want to buy and this has been on the chopping block for some time. I've always just help on because the divvies have been juicy - however that has come at the cost of capital appreciation and the way I am structured now I am working on getting more capital appreciation.