Mailbag: How to evaluate growth opportunities? August 17, 2025

– Mortgage offsets do compound! – What about the Soul Patts and Brickworks merger? – Tariffs won’t cause a collapse in the US. – What should I look out for with mergers and acquisitions? – How do I evaluate overseas growth opportunities? – An important missive from Camembert ThislethwaiteSee omnystudio.com/listener for privacy information.