The Challenge of a B2B Industry

Koga: It's often difficult to, I don't know about it, but it's my mouth here. Enterprise stock pickers look in an area where lots of companies will do moderately to very badly and try and find the winners. He says learning a brand new industry which is entirely unrelated to almost anything else is really difficult. But if there's money to be spent, or to be gained, yeah, absolutely. Koga: Am I disappointed missing BHP? At the moment, he doesn't know the answer to that.