MND 0.08% $12.42 monadelphous group limited

Ann: Response to media speculation, page-23

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  1. 2,589 Posts.
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    One of the key reasons I hold MND is that I have faith in the managements operational skill, strategic acumen, fiduciary attitude, deep industry knowledge and alignment of incentives. These traits are well demonstrated by their long track record, as discussed on various previous posts.

    The last thing I, an ignorant outside observer, would want to be doing, is instructing this management on how they should position themselves in this industry.

    I own these sorts of businesses (with these sorts of managers) so that I don't have to think about that stuff.
 
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