Personally I have PSH as a top 3 holding along with $bomn and #SMT as I believe between the three will provide significant growth, yet a degree of safety with some of the worlds best managing the bulk of my cash. I will then invest in small caps which I believe to have potential but no more then 10 holdings. Ideally I’ll consolidate these as I pick my winners.
With regards to PSH I think as it trades at such a discount it’s a great opportunity. Now it’s part of the Ftse I feel the gap will close over time, I believe Bill Ackman has consolidated so this is his main investment vehicle. PSH also has good size stake in the PSTH spac which means you get to buy in at a discount… the PSTH spac should also draw more attention to PSH too.
Interested to know other peoples thoughts