From cash to childcare: Insights from Baza Capital (Q3 CY2024)

In this episode, Will and Brayden assess the performance of the Baza Special Opportunities Fund and the Baza High Conviction Fund during the September 2024 quarter. They discuss various holdings including Touch Ventures (ASX: TVL), Vysarn (ASX: VYS) and Nido Education (ASX: NDO). They also discuss their approach to investing around mergers & acquisitions and recent changes to portfolio concentration.