Daily Archives: December 1, 2017

Update No. 305 – as at COB 30/11/17

Catalonia is not Spain

We will devote this month’s blog to discussing one of our smaller positions. This discussion will be useful in part in helping fellow investors better understand why we size our positions in the way that we do. At the end of November 2017, our 18th largest position was our holding in Redbubble (RBL.AX – www.redbubble.com). […]