2 Comments
May 6Liked by Value Stock Geek

Really enjoyed the note!

Asset prices certainly in the short term reflect more market participants’ behavioural aspects than fundamentals, so understanding broader views and not restricting yourself is key.

With an increasingly polarising world, in particular politically, the middle ground and consensus is being lost. The world is simply a better place when we all get on more.

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May 6Liked by Value Stock Geek

There is a Japanese saying . To the man with a hammer, everything looks like a nail.

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