I listened to an interview with Jim Rogers the other day, and he said he was "always on the lookout for turnaround situations" in companies as well as countries.
And here is an excerpt from another interview with Jim Rogers (Economic Times): What makes Jim Rogers a successful investor, is he a contrarian that is why he makes money? Well people say I am a contrarian but my way of looking at the world, is to look at things that are cheap, where there is change.
Does the Economists research and nomination of Malawi being "the most improved country" as in the previous post, align with Jim Rogers' investing criteria?
If SVMs two separate world class assets were in a 1st world country where these improvements were complete, the full value would be reflected in the share price. Just a few thoughts after a festive wine. Sparky
SVM Price at posting:
35.5¢ Sentiment: Buy Disclosure: Held
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