What I'm Investing In Now

Presentation from New Orleans Investment Conference

I’m out in the US and I spoke at the New Orleans Investment Conference earlier today. Afterwards a number of people came up to me and asked to see a copy of the slides.

So here they are.

There’s nothing I haven’t said before on these pages, but I thought some of you might be interested to see the slide deck.

I’ll put them general release in week or two, but for now it’s just for paid subscribers.