| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| VNQ | ×1 | LONG | HIGH | $97.02 | Other | The bottom 25th percentile (affordable segment) of the Sydney and Melbourne housing markets is experiencing strong price growth (12-13%) due to generous first home buyer incentives like the 5% deposit scheme and a persistent lack of building supply. This segment is being buoyed despite broader market headwinds. | Apr 21 | YOUTUBE |