PTM 1.78% $1.15 platinum asset management limited

No. The question is whether capital is best deployed in these...

  1. 642 Posts.
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    No. The question is whether capital is best deployed in these large cap stocks or PTM stocks (for the next say 5 years).
    I'm saying don't assume the answer is PTM stocks. It's easy to run a narrative that these large cap names are a bubble when you look purely at the price without the earnings.
 
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