Head hunter dot com is the market leader in russia. They have 55 % market share, three times more monthly visitors than the number two and number three combined. And then, you know, when we were doing research on head hunter, one of things hat stood out as they were massively under charging their customers. So their average posting was 385 dollars, compared to china averages,. which are 11 hundred dollars, india at 15 hundred dollars, and at european and us.
IN THIS EPISODE, YOU’LL LEARN:
05:31 - What ESG investing is, and why it’s a focus of James’ fund.
19:09 - Whether ESG investing enhances, or hinders long-term returns.
21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.
26:14 - What emerging markets James’ fund invests in.
42:13 - How James thinks about the role of cash in a portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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