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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Last
$1.07 |
Change
0.010(0.95%) |
Mkt cap ! $620.0M |
Open | High | Low | Value | Volume |
$1.06 | $1.07 | $1.05 | $881.8K | 829.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5417 | $1.06 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.07 | 1293 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 6204 | 1.055 |
4 | 66013 | 1.050 |
3 | 17334 | 1.045 |
14 | 164069 | 1.040 |
9 | 147785 | 1.035 |
Price($) | Vol. | No. |
---|---|---|
1.065 | 1293 | 1 |
1.070 | 6465 | 2 |
1.075 | 95377 | 8 |
1.080 | 11466 | 2 |
1.085 | 71691 | 2 |
Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
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