In this hour and a half GuruFocus Value Investing Live presentation, Arnold discusses the current economic and market environment, covering important topics such as inflation, energy transition, the commodity super cycle, US debt and the budget deficit, and the digital revolution. He also takes questions after concluding his presentation.
Disclosures: Century Management reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The discussions in this presentation should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that the sectors and industries discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. Forward-looking statements and projections are not guaranteed. Past performance is not indicative of future results. Investing involves risk including the potential loss of principal. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Information was obtained from third party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness.