i wasnt directing the "if you dont have faith in management then dont invest" at you - i was saying in general. It's obvious to anyone that operating in a third world country has enormous challenges, hence why you would only back a company with the best management team. I have not worked in that region, but i know people who have and i agree with what you say about the challenges... but i just dont get why you are listing all the potential problems that could ever be encountered?
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good call, page-66
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