Hi OB - Is MOLT still your preferred out of AUGM and CHRY? I feel all these trusts need more of a catalyst like a big float of Klarna or others to get the juices going as the fintech stocks are all their biggest and most profitable investments.
I took positions in AUGM and CHRY as preferred their top tens over MOLT but maybe the discount is too much to be ignored with this area of the market is still seemingly shunned.
Hi John, think they’ve all got strong upside. Each with a strong bank as their flagship holding. I suppose Chry has the heaviest weighting with Starling so that’s a consideration. Perhaps I’ll write a comparison article OB
As your tips don't always have the company name in it ,I was wondering if you have delved into IP group?
Another growth capital company.
My biggest holding at the moment is tekcapital for the Guident listing. I don't see myself having a large long term holding in tekcapital.
I also have a decent holding in Augmentum slight loss.
GROW very nice timing better there.
I also have Chrysalis (small holding)again for an IPO namely Klarna.
IP group is a new holding and looks on the face the best but I haven't given it enough research yet. Hoping you have!?
Hi OB - Is MOLT still your preferred out of AUGM and CHRY? I feel all these trusts need more of a catalyst like a big float of Klarna or others to get the juices going as the fintech stocks are all their biggest and most profitable investments.
I took positions in AUGM and CHRY as preferred their top tens over MOLT but maybe the discount is too much to be ignored with this area of the market is still seemingly shunned.
Hi John, think they’ve all got strong upside. Each with a strong bank as their flagship holding. I suppose Chry has the heaviest weighting with Starling so that’s a consideration. Perhaps I’ll write a comparison article OB
I read your previous side by side and that was great. Not sure what you've had for brekkie but output has been crazy the past week! :D