Latest episode of The Rules of Investing podcast featured Simon Shields, Principal at Monash Investors Limited. He shared some interesting insights on EML and PPE but the comment that resonated with me the most was his answer to the "if the market was to close for 5 years and you had to invest in only 1 company?" question.

He discusses structural shifts through history, one that is taking place right now and how that would give him the confidence to go with Afterpay. At a time when I am feeling the influence of many commentators continuing to say it is extremely overvalued (while I think the oposite based on my research and forecasts) his long term focussed comments, and how he related them to Afterpay's fundamentals was very refreshing and inciteful.

I don't want to quote the podcast, if you are interested go have a listen, it is part of the "3 favorite questions" segment of the podcast from 26:55 onward at the link:

https://www.livewiremarkets.com/wires/3-early-warning-signs-it-s-time-to-change-your-view