afr.com/street-talk/en…

livewiremarkets.com/wires/hd-s-vie… $CCL $ART $CGS $EGL $PPS

livewiremarkets.com/wires/a-growth… $PPS

A Growth Business deserving of a Praemium open.substack.com/pub/hdcapitalp…

$ART $CCL $PPS stockhead.com.au/tech/moneytalk…

HD Capital Partners focuses on finding undervalued and overlooked ASX small caps for long-term gains and is bullish on these three stocks. #ASX $ART $PPS $CCL buff.ly/3PQuA4J

$ART smh.com.au/politics/feder…

$CCL hdcapitalpartners.substack.com/p/all-indue-ti…

Our views on the RBA Payments Review and Implications for Cuscal, Banks and Fintechs livewiremarkets.com/wires/rba-paym…

Can one of you gold bugs tell me why, despite record gold price, $4m pa royalty, CF+, 9% div yield and trading at net assets, $GUL hasn't gone up 2-3x yet? Looking at you Joshua Baker

Interesting blog on the hidden value in $GUL we are the 3rd largest holder after the two founding directors. amsterdamstock.substack.com/p/gullewa-gula…

Smart move

A great piece from Harley Grosser on the $QOR.AX situation, and what happens to valuation narratives in bullish markets: livewiremarkets.com/wires/when-we-… And one addition to my thread: On the call, even the $QOR MD acknowledged the main issue was not ARR, but the balance sheet:

afr.com/companies/medi…

History repeats

Great overview