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6min chapter
James Davolos: The Best Businesses To Own During Inflation
Value Hive Podcast
Texas Specific Land Corp.
I do think we'll have peak demand one day for hydrocarbons but I think we're going to have peak supply sooner so that optionality of TPL with that reserve base is not properly appreciated nor is there land position. Hong Kong exchange which is a 388 in Hong Kong trades at about double the global average in terms of forward free cash flow and it's just I actually am seeing listings looking at moving out of Hong Kong into Singapore because of what's going on with the with the PRC and the independence of Hong Kong. LSEs an incredible business they bought Russell Investments ahead of the indexation craze they're in the middle of integrating an acquisition which really completes the back
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