So there are several of these things which are probably likely to pan out more particularly in the early part of 2023. There are quite a number of open questions which are not fully answered at this stage and therefore we do not really have a choice but to take an approach where portfolios are reasonably well rounded in order to capture most of these or many of these possibilities which might emerge during the course of 2023.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026