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7/7/2025, 1:43:12 AM
>>22905563
>Hey what do you have against REITs and Telcoms?
they're just classic value traps, I don't really know enough to have any opinion beyond that. I'm sure there are great opportunities there too. I'll have to check out that Indofood one, once I rotate away from commodities a bit I might want to own something like that.
Parex sucks dog dick but they're cheap if you like cheap for cheap's sake. Pic related is PXT's finding and development costs. Yikes!
>Hey what do you have against REITs and Telcoms?
they're just classic value traps, I don't really know enough to have any opinion beyond that. I'm sure there are great opportunities there too. I'll have to check out that Indofood one, once I rotate away from commodities a bit I might want to own something like that.
Parex sucks dog dick but they're cheap if you like cheap for cheap's sake. Pic related is PXT's finding and development costs. Yikes!
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