ISX Financial, page-269

i do have the luxury of not having to like it...... a clear advantage i hold.... and i can presently sell the things i do not like..... another clear advantage i hold.

at 25year asx all ords average PE 17 (that we are back to now post covid) ISXFEU MC is AUD$110M.
at a "large" PE of 100 the MC is AUD$650M.
even if tradeable many may still be trapped....... perhaps the same ones that do not ask why tpv changed, or why NK cannot get saudi signatures, or why there is no discover card, or how good the skiing in austria was etc etc...... sometimes it is just better to not know.

anyway, had a great xmas, thanks for asking.