Computershare: Global leader on sale

For those able to employ a little foresight, this wide-moat and globally-dominant company is available at an attractive price.

The theory is simple enough. Buy the highest quality companies in tough times when their stock is cheap. The practice is altogether different: Only a very few manage to outperform the index.

This gulf is partly explained by the fact that what looks cheap often isn’t and what is cheap is usually well camouflaged.


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