VG1 vgi partners global investments limited

Nice work again, Nails (and Rob and the team)!I was going to...

  1. 66 Posts.
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    Nice work again, Nails (and Rob and the team)!

    I was going to make a comment this morning re Pinterest down 10% 2 consecutive days but didn’t get a chance but a bit redundant now.

    Talk about volatility at the moment but not surprising given how well the big tech have carried the index and with the adjustments to the economy and expectations that are going on atm. Perhaps an inflexion point but I don’t think long term inflation is a likely outcome (but even if it occurs, the portfolio looks appropriate to me).

    Hope Rob enjoys his weekend and a lovely walk along the beach, weather permitting.
    Last edited by LankyLazza: 04/02/22
 
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