133. Evolution och idékris på börsen, ingen vill göra skillnad

from Antiloop Podcast · host Antiloop Podcast

Antiloop utmanar alltid gamla och nya sanningar inom investeringar och makroanalys. Idag till exempel funderar förvaltaren Karl-Mikael Syding på om Den Nya Stora Idén på börsen kan vara att inte ha några idéer alls. Trots spaningen kommer ändå en värderingsjämförelse där Evolution ser nästan billigast ut av de 12 bolagen som gås igenom. EVO slås egentligen bara av Cameco... eller, nja det finns ett eller annat verkstadsbolag som vill vara med och tävla också, men de är ju cykliska och räknas därför inte. /ANTILOOP

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133. Evolution och idékris på börsen, ingen vill göra skillnad

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