Targeting Great Global Businesses at Nearly Half the Price of the Index
Chris Davis reviews a highly selective strategy that owns global businesses growing dramatically faster than the companies of the index, but at a 48% discount.Share Return to Video Archive
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Where are Contrarian Investors Finding Great Businesses at Discounted Prices Today? China.
China has durable, world class, growing businesses being offered at single-digit multiples. Consider select opportunities at today’s levels, in expectation that regulatory issues will be resolved.Watch Now Watch Now