In the Buy Zone, page-227

@Jrowl1 what I am kind of trying to saying to you dude is prey tell what other "inflation protecting" world class financial Australian assets are out there right now in the top 20 (with an AUD of sub 70c) at the moment that you would be running your eye over if you were worth billions of USD?
Sydney Airport is gone
Sydney harbor bridge (maybe)?
Telstra?
The Big4 banks with all their dodgy home loans?
BHP on it's green wash agenda and exposure to a Chinese economy that will be in recession for coming generations?
Woodside and all their terrible past shareholder shenanigans?
Maybe CSL ..sure... I get it.. but that trades on way way higher multiples and is priced to perfection
You got big fat greenbacks and your attitude to world growth suddenly turns and are starting to worry about a falling USD?
What will you be buying?
Just MO/NA!