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Chris Davis - A Multifaceted Perspective on Financial Services

Value Investing with Legends

CHAPTER

Investing in Europe

There may just be a little structural inefficiency there that we can take advantage of and sort of have an arbitrage opportunity. Neither one of us would ever want to start a business or operate a business in europe. I own banks anywhere in the world where i really have conviction in the conservativeness of how the economy and central banks are run. And so scandinavia is a great example. Places like norway have run their economies very rationally, have huge oil reserve funds and so on. So if you were to ask me for the same valuation, would i rather own businesses in the us? Absolutely so.

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