VG1 vgi partners global investments limited

Ann: Investor Letter from VGI Partners (the Manager) - May 2020, page-7

  1. 51 Posts.
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    Interesting report.

    It appears from the report, apart from VG1 'missing the ball', they believe that the V type recovery currently being witnessed in many stocks is short lived. If this is the case, then you would expect to see a retraction at some point and a possible buy scenario.

    In my opinion, it appears that many stocks are running on hot air, and after the stimulus has been used and people become unemployed, these stocks will reverse as the true economic output develops.

    Interested in what others think.
 
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