Talking Microsoft……Front Doors and the impact of….Digital Democracy…..on…’GOAT’ed and Moated ….as an investment strategy.

Yesterday I was out and about for a bit and had a range of conversations with a bunch of….The Great and the Good…..of money management. All flavours….Hedge Funds, Long only…Small Cap, Large Cap…Value-ey, Growth-ey…..my Church is broad and all are welcome! Ha….! Whats always interesting about such days is what people want to talk about…whats….on...

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