Good common sense in a non rational environment
sounds like sour grapes that you didn't buy CSL 10 yrs ago. comparing it to RIO ? CSL is not hostage to iron ore prices, and healthcare needs of the world are not cyclical like mineral prices. hence you can't compare the 2 on valuation grounds. RIO should always have cheaper metrics.
My favourite holding period is forever. I’ll keep sticking with CSL thanks.
Good article, articulately expressed!