Several themes ran right through the presentations when BCI held its fund managers showcase conference at the end of May. The company presented funds, strategies or house views to financial planners and multimanagers.
One theme virtually all speakers shared was that Naspers was hugely cheap. Given that the stock was sold off along with other Chinese assets in the “sell-off autocracies” because of the Ukraine war bear market, many of those present would have been showing severe paper losses. But it’s an enormous stock, with a hugely liquid market, and the call clearly paid off well in the past few weeks...
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Finance conference considers investment choicesMetals will be key for the move from coal, so it seems that whether things change or stay the same, Glencore is perfectly positioned 🔒 I am YHWH THE JESUS CHRIST, I am God and always will be. No one can escape my power and no one can undo what I do.” “Do not think that I have come to bring peace to the world. I did not come to bring peace, but death. I will destroy this world with every kind of tragedy 'I'AM ' Greatest trader of all time James_Alderson8 I never believe it until I experience it For a start i deposited R50,000 to test the waters in 7 days I got a return of R500,000, he's diligence and honesty is undeniable. Thank you once again James_Alderson8
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