#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors. 

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1:08 - Good News
7:32 - Macro - inflation & deficits
10:18 - ImExHS (ASX: IME)
16:36 - Companies accommodating to analysts and the market
19:14 - RPMGlobal Holdings (ASX: RUL)
30:57 - DCFs
35:00 - Management, business reality and guidance
38:33 - Norwegian sovereign wealth fund interview
38:43 - Non-consensus and right
42:25 - Forensic linguistics
44:29 - Generalist investing
50:44 - Gratitude

Chapters

• 1:08 Good News
• 7:32 Macro - inflation & deficits
• 10:18 ImExHS (ASX: IME)
• 16:36 Companies accommodating to analysts and the market
• 19:14 RPMGlobal Holdings (ASX: RUL)
• 30:57 DCFs
• 35:00 Management, business reality and guidance
• 38:33 Norwegian sovereign wealth fund interview
• 38:43 Non-consensus and right
• 42:25 Forensic linguistics
• 44:29 Generalist investing
• 50:44 Gratitude