Basics: How Do I Find A Good Company?
Equity Mates Investing Podcast
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Market Implications of US-North Korea Tensions and Australian Agriculture Investments
The chapter analyzes how escalating military tensions between the US and North Korea can impact the market, focusing on defense contractors and Australian companies exporting to China. It also discusses investment opportunities in the Australian telecommunications industry, particularly looking at TPG's infrastructure spending and its potential effects on competition and shareholder value. Additionally, the chapter highlights the promising prospects of the Australian agriculture sector, driven by significant investments, growing demand for premium agricultural products from China, and specific companies' successful transitions to vertical integration in their supply chain.
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