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Value Investing for a living

Focused on event driven, activist and deep value investing. Keen interest on closed end funds globally, more specifically Listed Investment Companies (LICs) on the ASX.

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HUMM BOARD SPILL (ASX:HUM) TAKEOVER 2026
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Tag: should pgf asx takeover vg1 asx?

ASX LICs, Uncategorized September 6, 2025September 29, 2025

PGF ASX PM Capital Global Opportunities Fund vs VG1 ASX VGI Partners Global Investments

PGF ASX PM Capital Global Opportunities Fund vs VG1 ASX VGI Partners Global Investments

Continue reading “PGF ASX PM Capital Global Opportunities Fund vs VG1 ASX VGI Partners Global Investments” →

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ASX LICs, Uncategorized December 27, 2024

ASX LICs PERFORMANCE COMPARISON IN 2025, WHICH IS THE BEST vs INDEX ETFs?

Here is my medium / long term ASX LIC performance comparison of the most popular LICs against relevant ASX index ETFs.

Continue reading “ASX LICs PERFORMANCE COMPARISON IN 2025, WHICH IS THE BEST vs INDEX ETFs?” →

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Uncategorized November 3, 2023March 21, 2024

SHOULD PGF ASX TAKEOVER VG1 ASX?

This is a follow up post from a couple of weeks ago from my question whether IS LIC VG1 ASX ABOUT TO WIND UP OR CONVERT TO OPEN ENDED? – Value Investing for a living?

What has happened since this above post?

Continue reading “SHOULD PGF ASX TAKEOVER VG1 ASX?” →

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FAT PROPHETS WIND UP
CAPTIVE CAPITAL – LICs LITs
HUMM BOARD SPILL (ASX:HUM) TAKEOVER 2026
ECL ASX leanne catelan excelsior
TGF ASX dilutive capital raise
Assurance Capital
hotcopper tipranks
Seeking Alpha – global CEFs ETFs
seeking alpha tipranks
Rask Media -LIC discount articles
Strawman
Bigtincan BTH ASX board spill

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ASX special situations, blogs - https://t.co/8p7b7S7P3R , https://t.co/GVx6tQvsBC , https://t.co/I36yXvpKmr, https://t.co/qQ3qUEdbpa

Value Investing for a living @stevegreeny73 ·

26 Feb

$TGF what a half portfolio gains of 46% reported. Me checking notes - performance fee of about $11 mill or 5% of assets in this period. Since inception performance barely 5% p.a. over 7 years? Nice work if you can get it! Oh and base fee chips away at 1.5% p.a. also.

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Value Investing for a living @stevegreeny73 ·

27 Jan

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Value Investing for a living @stevegreeny73 ·

27 Jan

Humm 🤔

Jeremy Raper @puppyeh1

$HUM.AX Humm Group update:

A third party investor, Akat Investments Pty Ltd, has filed a Takeovers Panel application regarding the BoD handling of the Credit Corp proposal; and the Chair’s trading in company shares after the proposal was disclosed.

Akat appears to be the

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United States Antimony Corporation NYSE: UAMY @nyse_uamy ·

15 Oct

You’re right @LarvottoR
It’s going to take all our efforts 😉

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Focused on event driven, activist and deep value investing. Keen interest on closed end funds globally, more specifically Listed Investment Companies (LICs) on the ASX.

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