The creator is highly bullish on Tasmea (TME) due to its strong growth, accretive acquisitions, and impressive financial performance.
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Revealing My New Largest Stock Position
Jun 12, 2026
The creator reveals their new largest stock position, Tasmea (TEA.AX), an Australian mid-cap company they've held for over a year. Despite the stock being up over 100% and near all-time highs, they believe it's still undervalued and have been actively buying in the $7.50 to $8 range. The video serves as an introduction to the company and the creator's investment thesis.
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The creator is highly bullish on Tasman (TSM), believing it is undervalued despite recent growth, due to its expansion into data centers and electrical infrastructure.