The markets don't repeat, but they rhyme

10/07/2024 22 min

Listen "The markets don't repeat, but they rhyme"

Episode Synopsis

‘Don’t just read about investments, history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.

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