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Kiril Sokoloff (13D Research) - An Insidious Environment
Far From The Finishing Post
The Future of Equity Markets
The winners in equity markets of the next decade are likely to be very different to those stocks that have won over the last decade. What I'm really thinking about is cycles. And cycles always go from one extreme to the other. So I think it's a new world where free cash flow is going to be at a very high premium and the ability to have financial flexibility. If you can pay down debt, that becomes very self financing rather than other businesses that have to rely on equity markets or the capital markets.
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