Hamish Douglass is the smartest person in funds management I have ever seen. I have absolute faith. One of their most genius plays was on Starbucks. Consider in Melbourne starbucks is not that popular...there are lots of coffee places. But in China...Starbucks is very strong and taps into the growing middle class very well. Truly a genius play by him and one of many. What if Starbucks had the same PE as A2 milk...
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