Bryce
๐ค SpeakerAppearances Over Time
Podcast Appearances
WiseTech as well, sticking fat.
I would say WiseTech was probably a higher quality business than DroneShield.
Yeah, yeah, yeah.
Which I love.
I love that.
Consistently buying the dip.
Yeah.
So for the data that we have, every month was net buys.
Australians were buying more than they were selling, which is good to see.
As I said earlier, there was a lot of volatility.
Interestingly, April 2026 was the peak buying month of the data that we have.
And so if we think what's happened this year, February 28th, the Iran war kicks off.
March was incredibly volatile and everyone was very uncertain about how long the war would last, what it would do to oil prices, what that would do to inflation and the rest.
As we started to get a bit more clarity, it seems that Aussies piled in.
They didn't wait for everything to be perfect.
They sort of took advantage of the moment and there was a lot of buying in April.
Good investing behavior there.
I mean, I just read that as people putting more into their core portfolios.
That's all you need to do.
Yeah, yeah, yeah.