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Mailbag: How to evaluate growth opportunities? August 17, 2025

1 tim 14 min•16 augusti 2025

– Mortgage offsets do compound!

– What about the Soul Patts and Brickworks merger?

– Tariffs won’t cause a collapse in the US.

– What should I look out for with mergers and acquisitions?

– How do I evaluate overseas growth opportunities?

– An important missive from Camembert Thislethwaite

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