Rod Ladgrove (@RodLadgrove) header
Rod Ladgrove (@RodLadgrove) profile picture

Rod Ladgrove

@RodLadgrove

Artist - https://nitter.gq/t.co/DELUaoBKHj | Fund Manager (DM enquiries) | Carlton 🏈| Monthly report - https://nitter.gq/t.co/AQLyxRJ5Gd | Not Fin. Advice

 Adelaide, South Australia
Joined June 2013
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  • Followers1.1K
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Photo by Rod Ladgrove (@RodLadgrove)Photo by Rod Ladgrove (@RodLadgrove)Photo by Rod Ladgrove (@RodLadgrove)Photo by Rod Ladgrove (@RodLadgrove)Photo by Rod Ladgrove (@RodLadgrove)Photo by Rod Ladgrove (@RodLadgrove)Photo by Rod Ladgrove (@RodLadgrove)
Opening Day ☀️ #cfcmatchday
Image from Rod Ladgrove (@RodLadgrove)
Image from Rod Ladgrove (@RodLadgrove)
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Rod Ladgrove retweeted
. (@thesull04) profile picture
.@thesull047 Apr 2024
Yet again I am simply saying #GatherRound is a must go and should never be moved from Adelaide.
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And with the final siren for the 2024 AFL Gather Round - I want to say thank you. To everyone who worked behind the scenes to make Gather Round the success it was - thank you.
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Any city wanting to take Gather Round has a genuine fight on their hands to keep it away from South Australia because they will not be able to deliver the incredible success of year 1 and 2. That’s a fact. #saparli #AFL #Adelaide
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How musical do you think animals are? @jones_ann rips through the animal kingdom to check out the musical talent of some likely and unlikely #animals in What the Duck?! podcast... 🧵 pod.link/1606314974/episode/…
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SALE - $pdd After buying a decent chunk a month or two ago (posted here), have enjoyed a 20% run-up in PDD (owner of Temu). I find it a good practice to buy to the top of your comfortable limit, with the intention of selling a small stake at the 20% profit mark. Have sold 23% of my $pdd stake tonight at $113.60. Very happy to keep holding the rest.
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October Monthly Return: +0.14% Year To Date (since July 1): +2.65% $spy S&P500 in period -5.66% DM or join the newsletter for data. Top 10 Equity Holdings (15% of AUM): $baba $bachy $vhy .ax $ung $pdd $byddy *Seeking Alpha* AlphaPicks portfolio China Con. Bank Indus. Comm. Bank China $gold .ax
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Fund AUM% Mid-Month (October) Property 54.6% Cash/Bonds 18.1% Business 13.7% Equities 13.5% (Top 5 $vhy $baba $ung $pdd $bachy) Options 0.1% Cryptocurrency 0%
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UPCOMING BUY - BYD BYD is another conviction call I will jump into on Monday. Electric vehicle sales are exploding in China and worldwide for BYD, to the point where it is expected to shortly overtake Tesla as the leading EV company in the world (by units). Despite this, the stock price is lower than it was in January 2021. Also - it’s unfriendly to the retail investor, only available OTC in the US, or a minimum ~15K usd lot on the Hang Seng Exchange. Just a few reasons I will be diving in. And of course Warren Buffett likes it! $tsla $byd $brk #china
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RECENT BUY - $pdd Volatile time for markets. That aside my most recent pickup is PinDuoDuo - owner of the Temu app. I remember teaching on the Gold Coast in the back half of 2018 and teenagers were talking non-stop about Afterpay $apt.ax 🧵
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(2/3) I looked closely at the time and didn’t buy. Missed a 5-10x pop over the next 24 months. Temu has felt similar the last few months and is a conviction call. The number of times I’ve overheard people of all ages talking about it suggests explosive growth is happening.
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(3/3) time will tell. Just struck by the similarities at street level. Interested to see effect on $baba which I also hold, amid the general shakiness of the China market.
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RETURNS (After tax/salary) July 2022-June 2023: 10.88% AVERAGE RETURNS 3 Year: 22.89% p.a. 5 Year: 14.58% p.a. Inception (2017): 17.50% p.a. Send a DM or join my newsletter for detailed data.
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September Monthly Return: +0.52% Year To Date (since July 1): +2.24% $spy S&P500 since July 1: -3.54% DM or join the newsletter for data. Top 10 Equity Holdings (12% of AUM): $baba $bachy $ung China Con. Bank Indus. Comm. Bank China $pdd $gold .ax Sinopec $vhy .ax $nio
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Congratulations to Audio Silver Award winners @jones_ann, @petrialadgrove, @joelwerner and @_jokhan. bit.ly/3G5PfYG #AAASKavli2022
Image from AAAS Kavli Awards (@AAASKavli)
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So excited to be shortlisted for an Australian Podcast Award with @jones_ann @joelwerner @_jokhan
Australian Podcast Awards (@AusPodAwards) profile pictureAustralian Podcast Awards@AusPodAwards3 Nov 2022
Congratulations to: Tender: Roia Atmar @tenderpodcast The Yarn What the Duck?! @jones_ann for being shortlisted in the #auspodcastawards Factual Podcast category. (2/2) View the full shortlist at australianpodcastawards.com
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Thanks for your support in 2018 🙏 Can’t wait to see what 2019 holds! spotifywrapped.com/share/978…
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