Big thanks to Noddy, BkrDzn, Lankypom and Lyndonator earlier today for making the time to catch up in Sth Melbourne at a local cafe.
Each travelled from different parts of Melbourne and regional Vic to make it.
The warm but pleasant Melbourne weather enabled us to sit outside and enjoy what Melbourne is famous for, cafe scene.
The open conversion and frankness made the session fruitful and very enjoyable. This was especially important in the current volatile environment.
One thing that shined through was the interest in micro, small and mid size cap companies and the desire to outperform.
We discussed our strongest conviction stocks which ranged from Ploynovo, EGL , ENA , Beacon, XF1 to name a few.
We also dabbled in the US markets with some opportunities that present themselves.
All the very best for 2022 and look forward to catching up over the next couple of months .
Hope to have more straws come along.....
Morning All I have reserved a table for us at 10am tomorrow under Bill (outside) at the The Avenue Food Store - Albert park .
Look forward to meeting up
Bill
Merry Christmas to ALL and hope you are enjoying some well earnt rest.
I had the priviledge of catchup with Noddy Christmas eve and had a brilliant discussion across many topics on what, why and how we are doing what we are doing.
We both agreed that it would be great to reach out into the community to see if there was interest to catch in the City either late Jan or Feb 2022.
Look forward to everyone's interest.
Bill