Any business that you expect to generate more capital than it consumes, is logically worthy of marriage.
So when you say "very few businesses on the ASX are worthy of marriage", once again, it makes no sense to me. If the IV is > 0, then it's worthy of marriage if you pay a low enough price.
Simple.
Anything else is speculation on markets. Which is fine, just don't be fooled into thinking it's something else because we've had a little longer than the usual 10 minutes of sunshine.
