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MM is bullish Palantir

by Matthew Snodgrass

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MM remains long & bullish CMG US ~$US59

by Matthew Snodgrass

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MM see’s UBS as a buy into weakness – we remain long & bullish

by Matthew Snodgrass

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MM remains long & bullish HCA US, having bought it in January ~$311

by Matthew Snodgrass

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MM is bullish NXL ~$4.50, & it remains on the Hitlist for the Emerging Companies Portfolio

by Matthew Snodgrass

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MM likes MA1 as a private credit investment, though we do view it as medium to high risk

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MM remains patiently long MIN

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MM is cautiously bullish the Magnificent Seven short-term

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MM is neutral towards the ASX200

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MM remains neutral NUF

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