Held off this one for a long time thinking Linkedin will cut their grass. Having a fresh look at it lately they seem to have the network effect going for them, are happy to invest for long term growth and IMO the Asian business alone could be worth the current market cap within 5 years.
New Investment
PAF - PM Capital Asia Opportunities
1338@ $0.92= $1250.91
New Investment
HHV - Hunter Hall Global Value
1346 @$1.115= $1520.74
Both of the above are LIC's, decent capital allocators and at a nice discount to NTA
They also have cash to deploy at times like this.
Now I'm fully invested again. Bring on the divedends
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