Majority of them have the common theme of doing well in an inflationary environment.
Else they have a good economic moat like American Express, Coke, IBM.
Some interesting stocks out of the list is Tesco, a world wide supermarket chain, not doing so well but Ken Tan from KTWealth says it’s a problem.
I wonder what is the deal with DIRECTV and POSCO. Could POSCO be owned because they are the lowest cost producer?...From the annual report this is the list:
Majority of them have the common theme of doing well in an inflationary environment.
Else they have a good economic moat like American Express, Coke, IBM.
Some interesting stocks out of the list is Tesco, a world wide supermarket chain, not doing so well but Ken Tan from KTWealth says it’s a problem.
I wonder what is the deal with DIRECTV and POSCO. Could POSCO be owned because they are the lowest cost producer?...
Majority of them have the common theme of doing well in an inflationary environment.
Else they have a good economic moat like American Express, Coke, IBM.
Some interesting stocks out of the list is Tesco, a world wide supermarket chain, not doing so well but Ken Tan from KTWealth says it’s a problem.
I wonder what is the deal with DIRECTV and POSCO. Could POSCO be owned because they are the lowest cost producer?...
