2022 Special #1: AMP Limited

When the demerger is bound to happen and value should emerge from it.

The best place to hunt for value continues to be in places where there is low expectation.

I prefer to shop at places where investor confidence level had really collapsed for years.

That means that investors of yesterday had written off the company, expectations are really low, there is clear catalyst in place and there are ways to value the company.

It…