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RBA’s shock decision, Caledonia’s two new investments & knowing when to sell

Equity Mates Investing Podcast

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Trends in IPOs and Investment Strategies

This chapter examines the decline of the London IPO market, reaching a 30-year low, while contrasting it with the Australian market facing similar challenges. It explores the investment approaches of Caledonia, including their recent investments in Royalty Pharma and Cameco Corp, highlighting their strategies and the significance of understanding royalty streams. The chapter also discusses the burgeoning nuclear energy sector, with a focus on Cameco's role and the increase in global investments in nuclear technology.

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