Buy Scarcity

Re-posting this one…

The De-equitisation theme is still intact.

In the 2000’s, there were approx. 8,000 listed companies on U.S. exchanges.

Now, that number is about 4,000.

More and more capital being deployed into fewer and fewer available listed equities.

August 15, 2020
by Rob Zdravevski
rob@karriasset.com.au