It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Manage episode 428188426 series 1048226
Content provided by Moneyweb Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Moneyweb Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
‘Don’t just read about investments, read more history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.
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Manage episode 428188426 series 1048226
Content provided by Moneyweb Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Moneyweb Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
‘Don’t just read about investments, read more history; and watch cash flow – if you have growth and you've got that cash flow, when any exogenous event hits the company and it's down 30, 40, 50%, you can buy more’: Sumesh Chetty, portfolio manager at Ninety One.
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continue reading
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Similar to Be a Better Investor
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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