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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.
Firstly, and most importantly, I hope that this latest instalment in our series of insights from our conversations with company management teams, finds you and your families safe and in good health. All of us at S W Mitchell Capital are fine, are safely working from home with de minimis business interruption and all feel bizarrely energised by this terrible disruption to our daily routines.