Expert Investor: Kerr Neilson - Meet The Investor
Equity Mates Investing Podcast
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Investing Long Term Value With Companies That Are Overpriced
Ren: How do these companies which make burgers and beverages, how are they a good hedge in this low rate, low interest rate world? Well, that's an interesting example because those aren't the sort of companies we'd normally buy. Most of the time when you have big names like that they become overpriced rather than underpriced. But usually they're very well fully priced and pay a decent dividend. And so this is an opportunity to buy a defensible long term stock at a relatively good price. That's a very buffet thing to do. Yes, yes. Last one, Ren. We should end the episode by saying if Kurt or anyone from platinum is listening, you can actually
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