Jacob Mitchell

Alan Kohler: Well, Jacob, perhaps you could just start by explaining how you go about investing because you’re both long and short, are you not? Jacob Mitchell: That’s right, Alan. We, we’re looking for interesting companies that are not just cheap. We’re also looking for multiple ways of winning. So, basically it means good businesses, but usually in our experience they only get cheap, or become cheap, because the market is concerned about something changing in the operating environment and it’s really our job to work out whether that change represents a, you know, a permanent diminution in the value

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