Paul’s achieved outstanding returns for the year, where he used hedging. Interesting flatter where he has no hedges. He highlights some great learnings both about using hedges, and separately that cheap companies can get a lot cheaper! For 2021, he is very bullish about BooHoo. Delivered in Paul’s usual charming and relaxed style. Enjoy!
Paul’s year and return ytd – 00:40
Winners for the year – 04:50
What didn’t go so well, and what did you learn from that? – 07:40
Paul’s 2021 stock pick: BooHoo (B00) – 10:50
There are many more in this series of 2020 round ups, and other investor interviews, here at piworld.co.uk.
