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Short Meta, long Tesla? RUL & NWL jump, Bega Cheese (BGA) no good?, how ETFs pay dividends & how to read the fear and greed index

Australian Investors Podcast

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The Future of Quality Companies

There isn't a lot of super global quality companies in Australia, doesn't it? It's hard to see CSL because you've already done it. But maybe you can still construct that style of a portfolio just at a much smaller scale. We've tried to do it with that all technology index and stuff that doesn't work out. I feel like the fang thing has been very clear for 10 years that they were going to eat the world. You've got the normal car sales, real estate, all these things, but they were already running 10 years ago.

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