Today I welcome back a former guest, Sharif Farha from Safehouse Capital in Dubai. We both manage consumer-focused portfolios and todays conversation we cover a host of brands and thematics.
We talked about the loathing of anything with the word "growth" attached to it and talk about why we own:
RH - Restoration Hardware & Amazon
Why Sharif likes and owns: Sony, Activision, Spotify, Universal Music, Crocs
We also talk about China Tech and his stakes in Alibaba, TenCent and TenCent Music.
