“You can be right about some company in Africa will make…” — Capital Allocators – Inside the Institutional Investment Industry at 43:43
“You can be right about some company in Africa will make money, wrong that you'll get your money back, because when they make money, things go wrong. The government will tax them. Insiders will transfer price the money away. There are a lot of inefficient markets you don't want to touch. The beautifully”
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