Investment Ideas: a review of all buy ideas, plus yet more news on Digital 9
Plus the AIC identifies long term quality funds with a track record and my take on the RTW and Arix merger
over the next few weeks, I’ll be reviewing the performance of all model portfolios and lists
this week we’ll start with the buy list
some great successes, some terrible losses, overall mediocre performance on average
I’m taking some names off the buy list but with some names, I’m even more convinced of decent value
especially Disney
a quick take on Arix and RTW Ventures deal - great for RTW shareholders less exciting for Arix shareholders
more news at Digital 9 - still cheap but focus now on break-up value
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