Letters by company

Nick Scali Ltd

1 letter discussing NCK. Everything written about it on this site is on its ticker page.

Forager Funds Management Australian Shares Fund Monthly Report March 2023 Forager Australian Shares Fund focused on wage inflation, weak discretionary demand and the continuing selloff in smaller industrial companies. It backed travel-recovery beneficiaries Tourism Holdings and Experience Co, while arguing that Healthia and Viva Leisure were executing well despite market scepticism and completed the Nitro takeover. March 2023 EXP $45MIDX $548MTHL