2021 Week 27

Natural Resource Investing, Having Less, AirAsia and Philip Morris

Reflection on natural resource investing:

The issue with investing in natural resource companies are that they are dealing with “commodities”. That means that they have absolute no control on their selling price and they are dependent on the collective rationality of their competitors. They can only control two things

  1. Choosing the project to work on

  2. Main…

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