In Episode 18 of the Three Wise Monkeys Podcast Claude outlines why he's holding on to Pro Medicus Limited (ASX:PME) even at high prices.
Meanwhile, Matt talks Wisetech Global (ASX:WTC) and gives a rundown on the capital raising.
And the primates discuss leverage, recessions and how they think about position sizing.
Listen to episode 18 on Soundcloud here.
Or, if you prefer, subscribe to the feed on iTunes by clicking here.
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Disclosure: The Author, Claude Walker, owns shares in PME, at the time of publication. This article contains general investment advice only (under AFSL 501223). Authorised by Claude Walker.