Mark Devcich

Investor

[Mark Devcich @mamos20]

@LT3000Lyall Reminds me of shippers during Covid. NYSE:ZIM traded at 1.3x fwd PER in Sept 22 and subsequently fell from $34 to $7 after already falling from $85 in March 22.

[Mark Devcich @mamos20]

@JamieHalse Whose house? Looks nice.

[Mark Devcich @mamos20]

@LT3000Lyall https://t.co/W4dmgNhY9F

[Mark Devcich @mamos20]

@Noicewon11 @BenjaminSayers1 Have you done this for Codan?

[Mark Devcich @mamos20]

@puppyeh1 El Niño

[Mark Devcich @mamos20]

@puppyeh1 Have any shareholders been able to cash out at these valuations?

[Mark Devcich @mamos20]

@puppyeh1 But Bennelong will still have lots of stock to sell not out of name. ART only bought 1m shares.

[Mark Devcich @mamos20]

@WoolfordBruce @cjoye @SamKSS That is because government has been cutting jobs in Wellington and people would prefer to live elsewhere.

[Mark Devcich @mamos20]

@TheRealDavey2 Move to NZ

[Mark Devcich @mamos20]

Adding Thompson Reuters, Wolters Kluwer, Moodys, S&P, NewsCorp too the list.

[Mark Devcich @mamos20]

Interesting no bounce constellation software, Adobe, Figma or salesforce last night. Market now picking winners from losers in software.

[Mark Devcich @mamos20]

Figma now down 80% from its IPO I wonder how this is impacting the Canva private valuation. Probably no need to adjust lol.

[Mark Devcich @mamos20]

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[Mark Devcich @mamos20]

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[Mark Devcich @mamos20]

@hfreflection @threadreaderapp
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[Mark Devcich @mamos20]

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[Mark Devcich @mamos20]

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[Mark Devcich @mamos20]

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[Mark Devcich @mamos20]

@SimeonResearch_ What’s good in Australia?