It's an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today's chat - Infrastructure - and just what qualifies?
To settle it, we looked to Macquarie, who say: “Infrastructure provides essential products or services which are necessary to support economic and social activity… Infrastructure typically has a strong strategic position (such as monopoly or duopoly). This is because significant capital is usually required to construct the assets, resulting in high barriers to entry for would-be competitors.“
It's always time for a great Buffett quote too - who said his favourite investment was the ‘only toll road into town’.
As promised, here's the links and lists that Bryce mentioned:
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Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce...","author_name":"Equity Mates Media"}