Warren Robertson · Equity Mates Investing Podcast · Searching for predictability in an unpredictable market with Warryn Robertson
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screen a universe of ~400 listed infrastructure stocks down to ~100 that meet monopoly-like, inflation-linked, predictable cash-flow characteristics
400, 100
“I was down in Brisbane growing the brand I was at a track cycling meet and just I was knocking on just stock of stores I just literally wrote down like 30 bike shops in Brisbane and just went door to door to door”
“Prior to AI, we would have to manually sift through all of this volume which took days… after outsourcing this initial screening to AI, we pare down our list of actionable candidates in seconds to minutes”
“Property manager raises rent every quarter… if you can predict when those rent increases are going to happen, then that can help also with your pro forma and cash flow.”
“The stock was around $400 when the awards were put in place, now it's around $900 a share, meeting the absolute return trigger; peer group 80th percentile also met.”
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