PTM 0.22% $4.53 platinum asset management limited

Discussion between Andrew Clifford and Hamish Douglass on Livewire, page-2

  1. 2,702 Posts.
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    Excellent podcast. Thanks.

    Hamish is clearly a smart guy. My problem is that, in my estimation, his investing approach requires one to be really, really smart.

    may have this wrong, but my sense is that he is the rock star who has benefited from macro factors that have conspired to suit his approach/style.

    My strong sense is that PTM is the tortoise here.

 
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