Comments
Transcript
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CKTo be honest, she didnt say anything new or interesting. It is like a repetition the whole time without any numbers to back it up
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SCOmg edd please no. Let's go back to in person interviews. For one sound quality is better, chemistry is better and to be honest the conversations flow better.
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PBVery clear and easy to follow. Cogent. Love it. Great to have this perspective.
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ALEd she said rubber meets the road before you had the chance! Clearly you will either be besties for life, or she will never be invited back! :D
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APSo what is the positioning?
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mfI am confused by her thinking here somewhat; so, emerging market earnings are going to go up (to me means inflation and more plentiful earnings), yet earnings are scacre and thus big tech names deserve further premiums? Aren't the two thoughts contradictory?