This would be in his top 10. An advertising company, and a global leader. Great management. He likes their exposure to the US, whose economy is accelerating. Their strategy for the last several years has been focused on moving more and more digital. They have a really good understanding of digital advertising. Very attractive valuation.
This would be in his top 10. An advertising company, and a global leader. Great management. He likes their exposure to the US, whose economy is accelerating. Their strategy for the last several years has been focused on moving more and more digital. They have a really good understanding of digital advertising. Very attractive valuation.