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Expert: Gaurav Sodhi - The ASX-listed stock that breaks every rule of sensible investing | InvestSMART

Equity Mates Investing Podcast

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Orica's Watchlist for Intelligent Investor

Guref: Orica was squarely in the high-quality business category 10 years ago. Then it did what so many businesses doing so well do and made a silly acquisition, he says. Guref: The industry today is nothing like it was when I first started looking at it more than a decade ago. It's now a properly well-run industry run by accountants interested in financial returns,. If you're a supplier to the mining industry, that means there's far less revenue in it for you.

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