I haven’t owned ALF for a few years, maybe their process is...

I haven’t owned ALF for a few years, maybe their process is broken. I think their shareholder updates are a great read. I do like the concept of buying below NTA. FOR had a sheet year and still trades at a premium. I just couldn’t buy a LIC at a premium.

Maybe I should look at GC1. I do like their transparency, their newsletters and videos are good. They do seem to make a lot of good calls also and seem to be at a big discount. Though it’s had a big run recently but their last NTA also showed their top positions, most of which have done well this month, the share price move maybe warranted. Maybe these guys will move to a premium also. Interesting also that Glennon seemed to buy a lot of stock before the move.

I should have bought Afterpay when Geoff tipped it. I bought COG when he recommended that the year before and lost my shirt on it. There were a lot of good stock calls the SOHN conference last year. I saw an AFR articled that showed most calls had done really well.

Also what was the software you used to do that chart comparing GC1 and AFL. I use the free comsec app. It seems quite limited.