Wry & Dry #21-26 Jim’s earnest toothache. Liberal’s football possibility. Tsar Vlad plays Trumpster like a balalaika.
Treasurer Grim Jim has an inflation induced toothache that won’t go away in a hurry. Collingwood’s 2018 Grand Final loss may help the South Australian Liberals. Tsar Vlad plays Trumpster like a balalaika, again. Burka Hanson goes berko
Recovering markets and updates on Aquirian Limited, Emeco, Matrix Composites & Engineering and Dirty Clean Food
First Samuel portfolios have outperformed through deliberate sector positioning—more exposure to small and mid-caps, less weight in the major banks—and strong contributions from technology and gold holdings. To further test portfolio assumptions, we completed an extensive visit to Perth and regional WA, meeting with management teams across key investments.
Our discussions highlighted the strategic progress underway at Aquirian, operational and technological improvements at Emeco, growing diversification and optionality at Matrix Composites & Engineering, and the profitability and distribution expansion of Dirty Clean Food. These company-level insights continue to reinforce our long-term investment positioning.