Mailbag: incl. The market says you're wrong. February 25, 2024
Description
– What to make of the Mascot Towers fiasco?
– Help me with EV/EBITDA
– Remember: the market thinks you’re wrong
– How would you invest a modest windfall?
– Mortgage paid, DCA… what next?
– What’s the best way to play tech?
– Which health company should I leave out?
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– Have I got the right growth investments?
– Is the Ex-20 ETF a good option?
– Shouldn’t you sell Fortescue?
– How can I invest for my daughters?
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Published 05/04/24
– Warren Hogan says rates could rise three times this year
– Retail sales fall
– Bonza fails
– BHP makes a pitch for Anglo American
– The best way to allocate capital
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Published 05/03/24