unfixed_income
@unfixed-income.bsky.social
They even set a bar: they’ll only buy a private business if it trades at a larger discount to peers than CGEO trades to its own NAV. Because of the high hurdle this company is a real cannibal, retiring shares at an incredibly high pace. 12/x
March 31, 2025 at 10:32 PM
They even set a bar: they’ll only buy a private business if it trades at a larger discount to peers than CGEO trades to its own NAV. Because of the high hurdle this company is a real cannibal, retiring shares at an incredibly high pace. 12/x
A less inspiring start to 2025 when I conclude Q1..
YTD performance: -5.0%
YTD Wealth: -1.1%
YTD performance: -5.0%
YTD Wealth: -1.1%
March 31, 2025 at 8:33 PM
A less inspiring start to 2025 when I conclude Q1..
YTD performance: -5.0%
YTD Wealth: -1.1%
YTD performance: -5.0%
YTD Wealth: -1.1%