NSC 1.18% 42.0¢ naos small cap opportunities company limited

Walking the plank revs up?, page-2

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    204 Posts.
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    Well I've finally sold out of CTN and swapped to ACQ who are selling at a 15% discount to NTA. ACQ have performed poorly this year but outperformed everyone in 2015 and 2016 (using my NTA performance measurement).

    My timing is usually bad so the new CTN stock picker may actually do something good. Anyway, by buying ACQ I just bought a chunk of small caps for 15% less than they are selling on market so no regrets.
 
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