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@ForagerSteve "One of my hated capital allocation moves by $DMP; the old unfranked divvy backed by a fully-underwritten DRP. Otherwise known as "send your shareholders a tax bill without sending them any cash""
X Link @ForagerSteve 2025-02-06T21:50Z 8350 followers, 2667 engagements

"It's a minefield out there for the larger small-cap managers at the moment. Add $FLT today to $JLG $AD8 $CTD $WEB $MP1. Doesn't feel like a market at all-time highs. What's your favourite beaten up smid-cap"
X Link @ForagerSteve 2024-10-18T01:57Z 8352 followers, 7403 engagements