#9 Two Capital Cyclists
Behind the Balance Sheet
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The Rotation From Growth to Value
The law of unintended consequences. The mania for setting up e s g funds and the consequences of them not being where you should invest. A lot of these businesses should be, should be trying to get smaller. But that's the only way they can guarantee theomissions go down. Would your opinion be the same if we stopped traading with china on a point of principle? We've taken a rather detached view of sustainable business as opposed to environmentalism. And i'm not quite what I'm supposed to do about this - but it'd possibly be fair enough to divest from chinese coal. Because there is a global problem because of excessive consumption ofChinean coal by many
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