We are buying Whisper (WSP) into recent weakness. We view the stock as a good medium term growth opportunity that has been sold down too far.
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM are buying WSP in the Emerging Companies Portfolio, allocating 4% around $2.25
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