Selling Senior, a decent UK industrial, to make way for more compelling stories and valuations elsewhere.
Source Post
Selling an Outstanding FTSE 250 Stock to Buy...
Playing FTSEApr 12, 2026
The creator is selling Money Supermarket (MONY) due to concerns about AI disintermediation and limited growth, despite its dividend and low PE. They are buying Avtrans (AVTR) as a replacement, seeing it as a disciplined capital allocator in specialist engineering with strong growth potential and a different risk profile.
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Buying Avtrans as a growth-oriented engineering company with a disciplined capital allocation strategy.
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Tracked calls opened from this post
AVTR
buy opened Apr 12, 2026
+13.80%