MI130: Are Emerging Markets Undervalued? w/ James Fletcher
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in Emerging Markets - Deep Due Diligence
We do deep due diligence with the expectation that we're going to own these companies for five to ten years. We define provein business models that morning star would describe as wide mod businesses that can generate from high returns on capital. And so we go find these businesses in emerging markets, and hopefully find them at an early enough stage that we can get in early.
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