Mundy's Moment: The lessons from how Lego was rebuilt
Investec manager looks at Lego's recovery story
Alastair Mundy of Temple Bar and Investec
I am a sucker for a good recovery story, writes Alastair Mundy, manager of Temple Bar investment trust and the Investec UK Special Situations fund.
At heart, value investors have a great belief in the powers of mean reversion and there is nothing like a well told anecdote to illustrate that not all declines need be terminal. Brick by Brick, by...
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