Zortix matched this thesis to Small caps ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
UK market cheap but governance framework poor
The discussion framed the UK market as statistically cheap but plagued by a poor governance framework that allows destructive behavior in event situations, particularly at the small-cap end.
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The story so far
CONTESTED · 7 MENTIONS · 4 SHOWS
11 JAN 2026 — 29 JUL 2026 · 3W AGO
4 SUPPORT · 1 CHALLENGE · 2 REPEAT
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- UK market cheap but governance framework poor · THIS IDEA
- THE MEB FABER SHOW
- THE MEB FABER SHOW
- THE ACQUIRERS PODCAST
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- EXCESS RETURNS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD