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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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How to Buy a Commodity Business

Bega shares are down from like, what were they? I just had that up a second ago. Sickly cool commodity business as well. It was up near $8 in 2018 and it's now at $3.17 a share. Not to take too many cues from the share price, but if I look at the income statement for the half year to December 25, 2022, I had $1.67 billion of revenue and a profit of $7.3 million Yeah. That'd be fantastic. But I just... There's not the type of business that I'm interested in owning. Some of those businesses are wonderful. Some of them are not like five years ago. If

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