Morningstar Head of Equity Research Peter Warnes reflects on a 61 year career.
Growing population and wealth will create both demand for greater and improved infrastructure capacity.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering – it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
We at Morningstar are indebted to the Berkshire dynamic duo, for the way we think about the sources of durable competitive advantages.
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