Or how disagreeing with everyone else is an investor's main job
Shreedhar, thanks for your analysis of GQG and Adani.
GQG Partners Inc. (GQG AU)'s share price has fallen a lot.
Consensus believes funds under management (FUM) will decline.
However, I believe there is a low risk of a sudden and large collapse in FUM.
I discuss in detail why GQG's valuation seems attractive now: https://www.angsanaanderson.com/p/gqg-can-a-15-dividend-yield-really?r=5rl2u5
Shreedhar, thanks for your analysis of GQG and Adani.
GQG Partners Inc. (GQG AU)'s share price has fallen a lot.
Consensus believes funds under management (FUM) will decline.
However, I believe there is a low risk of a sudden and large collapse in FUM.
I discuss in detail why GQG's valuation seems attractive now: https://www.angsanaanderson.com/p/gqg-can-a-15-dividend-yield-really?r=5rl2u5