Emerging Market Opportunities
Manny and Patrick discuss the advantages of investing in emerging markets, highlighting the higher margins, lower capital intensity, and stronger moats for consumer goods companies. They emphasize the long-term compounding trajectory and quality of businesses in these markets, pointing out the inefficiency and cheap valuations that present unique opportunities for investors.In this clip
From this podcast
Invest Like the Best
Manny Stotz - Frontier Markets Investing - [Invest Like the Best, EP.169]
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