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
Ann: 2023 Half-Year Financial Results Analyst Presentation, page-58
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Last
$1.07 |
Change
0.015(1.43%) |
Mkt cap ! $620.0M | |||
| Open | High | Low | Value | Volume |
| $1.06 | $1.10 | $1.06 | $1.973M | 1.843M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 59 | $1.07 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.07 | 45051 | 3 |
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| Last trade - 16.10pm 18/06/2024 (20 minute delay) ? |
| PTM (ASX) Chart |