Carlos Gil knows that when a chief executive gets up at an annual meeting and says the macroeconomic environment was a problem for their company, that is a classic red flag for investors.
The Microequities Asset Management founder says "have no doubt, if that happens, you are across a mediocre business".
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Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com
