The Future of Investing in International Markets with Jason Crawshaw

Jason's experience in the equity market, particularly in fundamental equity analysis, with a focus on cash flow generation.

How Jason's investment strategy revolves around discounted cash flow analysis, particularly focusing on maintenance cash flow adjusted for inflation.

Jason's preference for international markets over the US due to perceived value opportunities.

The dominance of the US in global equity markets and the potential overvaluation compared to other regions.

Regions like Europe and their economic challenges, energy concerns, and regulatory issues.

Emerging markets: past enthusiasm and current challenges, especially in China.

Africa as a frontier market with demographic advantages but also currency and governance challenges, making it difficult for equity investors.

The importance of capital allocation and shareholder returns, and the impact of management decisions on stock performance.