If you have a listen to the webinar from last week (the whole one hour and 20 mins of it) then you will understand. Hopefully this helps. Cheers...
MKT The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint
Week 45 Wrap: Combat sports usher in Trump 2.0 – or is it male insecurity?; RBA boring; Propane suggests China alive