Well, we’ve just had another quarter of reminders that the only certainty in life, is uncertainty.
For us, it is good to see a lot of the themes we’ve been discussing and writing to you about play out: No one is spared from a reversion to the mean (even US tech companies); Valuation does matter; and Great investing requires you to challenge the common narrative.
As always, please feel free to share your thoughts and feedback with the team.
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