The world is in the throes of change, and this includes MSB as well changing the health paradigm.
I expect outperformance form MSB from this point at the same time I expect real chaos in the financial world including stock market crashes and bank runs and civil unrest.
Flexibility and dare I say it being nippy in response times to unfolding events will be required far more than usual.
Health costs are often non-discretionary so a health stock with a moat is a pretty good place to park ones $$$ in troubled times as long as incomings well exceed outgoings. This should be MSB's lot before too long.
So, @Pledge look to the future rather than the past is my suggestion. Both risks and pluses.
Presentation on ASX Gems Conference on 21st June, page-53
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