From the annual report this is the list:
Majority of them have the common theme of doing well in an inflationary environment.
Else they have a good economic moat like American Express, Coke, IBM.
Some interesting stocks out of the list is Tesco, a world wide supermarket chain, not doing so well but Ken Tan from KTWealth says it’s a problem.
I wonder what is the deal with DIRECTV and POSCO. Could POSCO be owned because they are the lowest cost producer?
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