Jack how would you square this comment:
"I don't particularly like their Chinese bent, but I do like their ex US preference for stocks. What on earth do I know about ZTO/Microchip/Minnebea, Ping An or UPM-Kymmene? Zip. That's not my playground."
With this one;
"I allow myself overweights where I have high conviction."
Yes, we are back in a stockpickers market but how do you have that conviction that the present team are as good as Kerr N was back in the day and as aligned with the equity holders to take advantage?
When I listen to David Einhorn talk I would back his fund because traditional value investors have had a rough few years and he's patiently explained and acknowledged his failings. I know his positions better as well and think he just had a tough hand.
But Clifford & Co seem arrogant which is a terrible trait in investing, & why would they sweat their guts out for you & Kerr to sit back on your chuff?https://open.spotify.com/episode/6Kp9SHjH9xzVZ84MywaPWd?si=yP-be0iXTxiatVaDISPEAw&utm_source=copy-link
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Ann: 2023 Half-Year Financial Results Analyst Presentation, page-58
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Last
$1.13 |
Change
-0.015(1.31%) |
Mkt cap ! $657.8M |
Open | High | Low | Value | Volume |
$1.15 | $1.16 | $1.10 | $2.443M | 2.158M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 19008 | $1.13 |
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Price($) | Vol. | No. |
---|---|---|
$1.14 | 20008 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 3750 | 1.105 |
4 | 41004 | 1.100 |
2 | 6388 | 1.095 |
3 | 10202 | 1.090 |
2 | 50770 | 1.085 |
Price($) | Vol. | No. |
---|---|---|
1.150 | 23935 | 1 |
1.155 | 120 | 1 |
1.160 | 144421 | 5 |
1.165 | 106550 | 4 |
1.170 | 118006 | 3 |
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