PTM 3.26% $1.04 platinum asset management limited

Ann: Board Transition, page-27

  1. 871 Posts.
    lightbulb Created with Sketch. 98
    Does PTM have a scenario where it can win in the next 6-12 months though?

    If there is a recession everything will go down.
    If inflation is tamed then growth stock multiples expand quicker than value.

    Seems like a lose-lose (Neilsons timing would be consistant with that)
 
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