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We are surprised by how the market is failing to grasp the impact of the latest mobile telephony technology standard, 5G. We see analysts repeatedly forced to increase earnings estimates on guidance from management, instead of accurately estimating for themselves the impact. We, as investors, have devoted considerable time trying to understand how the technology will change our everyday lives and the ways that business will operate.
Despite its troubles, Germany may have something to teach the rest of the world. Its export-driven economy, the world’s fourth largest, was shaky even before the coronavirus appeared, and questions swirl around the stability of its government.
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With activity in Europe and the US coming to a standstill our key short term worry has been the resilience of our companies in these unprecedented times.