4 Comments

Good write up.

I personally prefer CK Infra. One issue that complicates the CK franchise for me is the cross ownership. How do you think through that problem and opportunity?

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Jan 13, 2022Liked by Olivier at Emerging Value

The story began in 1828, apparently! https://webb-site.com/articles/watson.asp

Thanks for a great write-up. Currently researching CK Hutchison as well.

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