Lack of Consensus

Feb 13, 2021 by
Pete Kremer

What struck me most about our virtual guest happy hours was the lack of consensus on ideas. Single stock ideas ranged from quality growth to deep value, and tobacco and oil alongside the evident wave of ESG. Private equity ideas spanned big core to idiosyncratic. Themes ranged from cannabis to Japanese small caps. Macro included gold, inflation, and deflation.

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