GQG 1.05% $2.90 gqg partners inc.

Portfolio Management GQG versus MFG, page-12

  1. 717 Posts.
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    Imo, this guy got quite fortunate with the Taiwan semiconductor run and Infosys last year. He was able to capitalize and raise capital with it.

    But now these stocks are stagnating. A single year of outperformance comes at a cost. Look at ARKK.

    i think they are being very opportunistic by choosing to Ipo right now. This growth is unsustainable and they know it.
    Last edited by regalinvestor: 24/10/21
 
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