Perpetual no longer

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David Llewellyn-Smith
Latest posts by David Llewellyn-Smith (see all)


  1. Perpetual was basically a one trick pony when John Sevior was there. And I did not like the attitude of the investment team..” we do it our way”.which meant that they went for higher conviction= higher risk plays which made them lookm smart in the easy pre GFC days.
    a very very dim bulb board did not help.
    a good short at these prices.