When we cast our eyes across the MM tech holdings we could easily have looked at Altium (ALU) and Appen (APX) who both look good albeit with a far more aggressive bias with the later. However moving back to heavyweight XRO, which we’ve held since COVID crossed our screens, the on-line accountancy business remains firm with the only question being around valuation into new highs i.e. we may trim our holding above $160 if / when it occurs.
MM can see another 8-10% upside in XRO
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