22 November 2023

In this episode of Virtually Live, Shannon Rivkin covers: Link Administration (LNK), Judo Capital (JDO), Pro Medicus (PME) and more.

In this week’s show

02:51 – Q1:You keep advising LNK sum of the parts valuation is higher than the current share price. How does this equate to the share price, ie. sum of parts may be $1.2B which equates to a price per share of $2.23.

08:41 – Q2: What do you think about JDOPA as an addition to the income portfolio?  I received an allocation through my financial advisor and not sure if I should hold or sell now they have listed.

11:54 – Q3:On the 7th of December I’m lacing up my running shoes, setting my sights on the horizon, and taking that stand by running a 50KM ultra marathon to raise money for breast cancer research. If you would like to contribute to the fundraiser please follow the link below. Whether you can contribute $5 or $500, every bit helps fuel not just my run, but the global stride towards a cure.

15:25 – Q4:I saw the PME’s founders sold some stock the other day.Do you think this is a warning sign?

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