Lastly LLC which resides in the MM Growth Portfolio, it’s been a frustrating journey so far but we feel weakness associated with a new CEO whose now steering the ship is overdone. The company is ideally positioned for todays economy as it develops and manages property / infrastructure assets – we are happy to stay long but aren’t considering increasing our position (yet).
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM likes LLC around $12
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