fund manager Martin Mathieu comment2024 with hindsight
The stock in my portfolio that I have the least conviction in at the current price?
Answer: INEO Tech (TSX-V: INEO) because of delays in executing and showing sustainable growth. I was also worried they might blow up the cap structure if they had to raise more capital (which is exactly what happened).
Result: -20% return (fortunately, I sold the stock during the year)