Day Follows Night

11/30/2020

Ben Preston of Orbis Investments describes how growth and value coexist logically in the firm's global portfolio, where geographically he sees incremental opportunity and risk, how his views on the auto industry have evolved, how he's trying to get better at selling, and why he sees mispriced value in Anthem, Vestas Wind Systems, Autohome and Sberbank.

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