Are You Going Against the Very Principles of Value Investing?

unity wireless is a business that partners with partners with property developers who might buy large tracts of land for subdivisions. The property developer then pays unity wireless to install its broad band network out in western sydney. So it's being paid for its interstructure, spendits and capital expend ture. It's got an infinite return on equity. And think it's very ver shap to the right right now,. what about our grape our great stocks that so many people are in? I wouldn't bei. Wouldn't want to have no exposure to the banks in australia.