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What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues

Equity Mates Investing Podcast

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Divestment from Brown Companies and the Impact on Cost of Capital

They discuss the approach of divesting from brown companies or companies with high carbon emissions and the potential impact on their cost of capital. They mention Kelly's theory, which suggests that by increasing the cost of capital, these companies are unable to change and instead focus on maximizing short-term profits. They also mention a listener's question about stressing or investing in ESG ETFs and the response they received from the ETF provider beta shares.

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