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clock Created with Sketch. 04/05/20
11:43
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Originally posted by SmugLex:
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It showed he is right that no one can predict what is going to happen to the share market over the short to medium term. I am chuffed that I and a few other LTH's here who A2M makes up more of their portfolio than it realistically should have outperformed BH over the last year. As of Sep 2019 the fund had a net value of just under $500B US and as of yesterday its had taken a 10% haircut ($50B less !)
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He also talked about the best companies being capital light that are able to produce growth being extremely rare. All I could think of was what a true gem a2m is and how most people fail to truly see this.
(20min delay)