Dart Maul

[Dart Maul @dartmaul]

@salamatokyo Well done. A managed fund trading at 50% of NAV with real earnings of around 8% at the current share price. Was goid buying at around 80! Well spotted.

[Dart Maul @dartmaul]

@MikeFritzell @DaBao_ What's also interesting is their huge investment portfolio carried at fair value on their books.

[Dart Maul @dartmaul]

@MikeFritzell Might be the lack of subsidies unlike othe sea economies?

[Dart Maul @dartmaul]

@mokongboy Perc? Redc?

[Dart Maul @dartmaul]

@sadandlonely_69 $EMI (PSE)

[Dart Maul @dartmaul]

@mokongboy 110

[Dart Maul @dartmaul]

@LettersFromBOH @SpyfratsCall As if there is/was an compelling alternative. Bit like the trump vote methinks.

[Dart Maul @dartmaul]

@MikeFritzell 30

[Dart Maul @dartmaul]

@tclaugus2 Short duration loans?

[Dart Maul @dartmaul]

@MikeFritzell My investing universe is much smaller than what you cover to want to pay for the full subscription but I would pay for the occasional 1 report every 18 months or so if it were possible. ie ATI / CIC.

[Dart Maul @dartmaul]

@kawayancapital You called this. We'll done.

[Dart Maul @dartmaul]

@itradeph Source?

[Dart Maul @dartmaul]

@MikeFritzell Have you been able to find their hokdings anywhere?

[Dart Maul @dartmaul]

@MikeFritzell eCommerce correction post-covid?

[Dart Maul @dartmaul]

@salamatokyo Yeah.. love their businesses but too much debt for me compared to retained earnings...

[Dart Maul @dartmaul]

@MerkadoBarkada $crown $ati $ans

[Dart Maul @dartmaul]

@MikeFritzell Far more complicated than US/China narratives. This is about the fathers of these 2 players.

[Dart Maul @dartmaul]

@kawayancapital $CROWN

[Dart Maul @dartmaul]

@DividendGrowth Source?