Bryce
๐ค SpeakerAppearances Over Time
Podcast Appearances
One, it's buying the dip on big names or like much-loved names that are down.
As you said, CSL, WiseTech, Xero, Prometheus, Cochlear, like seen as quality names that are down.
And then the other one is riding momentum.
Woodside is obviously riding momentum out of the Strait of Hormuz.
4DX is a lesser known name, but it's like 10 bags in the last year.
It's come off recently, but it's been an incredible name.
Lung imaging technology for hospitals.
So, yeah, I think there's like two clear patterns.
Buy the dip or ride the momentum.
Well, are you not surprised that it's number three?
Oh, okay.
Sure, sure.
Okay, yeah.
And look, it's down 11% year to date, but the volatility, depending on the timeframe you look at, in the last six months, it's up more than 50%.
Their CEO and their leadership team dumped all their stock.
Yeah, yeah, yeah.
It's not a great sign, I would say.
Well, no, certainly not.
But it's just interesting that Aussie investors are sort of sticking fat.
Yeah, with this one, I guess you're right.