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AFTER THE VIRUS: AN ACCELERATION OF TRENDS
Have we learned anything from Covid-19 crisis? Not really, but…

- Growth vs value perhaps never made sense. It really doesn’t now
- Gearing up a balance sheet isn’t investing. Investing is deploying capital into real projects
- There are new and better ways of doing things, and they’re arriving fast

People change behaviour when the pain of adoption is lower than the pain of change

- When necessary evils become unnecessary

Returns over the long term are massively skewed to a tiny number of companies. CAPM is totally wrong. How does it survive as a basis for investing?

Some of the new breed of companies are infrastructure. That means governance matters more than competition.

You’re not going to find asymmetric growth by looking at annual reports

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May 27, 2020 11:00 AM in Eastern Time (US and Canada)

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