3 ideas from my podcast
Allfunds, AMA Group, and Bank of Georgia
I’ve continued to do my podcast every month. Kind friends from the industry have been very generous as they have shared their time and insight with us. Just by looking at these 3 ideas, we see how much human behavior differs.
One idea from the Emerging Market space (Bank of Georgia) by Harvey Sawikin who has decided to specialize in Eastern European equities. Arthur van der Linden, a Dutch full-time investor, who put his own money into Australian AMA Group that had a rocky time and needed to raise capital. And finally, Julio Utrera who works for a concentrated fund (around 12 positions) at Southeastern Asset Management, and has opted for value and fee-generating Allfunds. Below you will find links to YouTube, Spotify, and Apple Podcasts.
If you are wondering which one to start with then I’d say Allfunds, then Bank of Georgia and finally AMA Group. I hope you enjoy listening and have as much fun as I did!