Anna Macdonald
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Appearances Over Time
Podcast Appearances
I actually do have it.
I have exposure in some of my boring diversified trusts.
I don't mean they're boring.
I mean, you know what I mean.
I've not gone full out on it.
I think I also... I don't think anything that holds SpaceX is boring.
No, exactly.
And yeah, so I think I'm pretty well set in that.
But yeah, what are you going to do with yours?
Keep them.
That's a good long-term investing mindset.
And I also think that you could.
Yeah, I know what you mean.
You can sort of feel almost like you're a bit like a broken record and whatever is called climbing a wall of worry.
But then at the end, you have the same frustrations on the other side, don't you?
With, you know, some some whole asset classes or.
areas of the market that just consistently seem to us to be undervalued.
And, you know, when do we see that switch?
So it's not just some shares that are overvalued, if you believe they are, but you've got on the other side that some things seem to consistently have a tough time getting that re-evaluation.