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What we learnt: Stokes’ Buffett-like bet on Australia – The Australian Financial Review

Ryan Stokes has four separate bets on the Australian economy coming out of the pandemic in good shape. Meanwhile, Japara details aged care’s pain.

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And not only are the increasing levels of automation in the sector a boon for WesTrac, but happily for the country there is also no shortage of big projects under way in Western Australia.
Seven Groups bet on the strength of the infrastructure sector is another one politicians around the country will be hoping pays off. Its Coates business had a flat year as big projects were again delayed, but the pandemic gives governments no choice but to get both large and small projects.
The big projects …

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