🟢 [E1208] Believes Lowe will knock it out of the park and restore UK. Would be awesome for UK and EU. When that happens, expects revival of out-of-favour sectors like pubs.

🟢 [E1234] On PK: As Trump lifts main street up, people will go on vacations, treat themselves to nice hotels. Everyone will want Marriotts, Hiltons in prime locations. While waiting, paid 9% dividend at discount to NAV (0.7x).