Robert Anstey explains his portfolio is 'chock full of boring businesses' that AI has no impact on whatsoever.
As heard by us
A calm cyclical case that links demand weakness, substitution, and valuation without overselling the story.
Robert Anstey makes a calm case for cardboard boxes. He ties the pandemic distortions, weak housing turnover, and three years of industrial weakness to a demand picture that still sits below trend.
Why you'd press play
A quiet case for cardboard, valuation, and an industrial slump that still has room to recover.
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