Hi @SP007
Thanks for sharing this. It was another exceptional insight into Rajiv’s investment approach.
I particularly liked his thinking on where to invest in recoveries - what industries will be quick to return to profitability and what industries will not. Rajiv’s thinking back to September 11, that it took travel and accommodation stocks a couple of years to recover. These are not the best places to invest, despite heavy share price falls.
The other consideration about the type of recovery, quick or longer duration. Very interesting listening.
Best of Luck
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Ann: GQG Listing, page-82
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