Drew Meredith

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386 appearances 1 recordings 1 series first heard Jan 2023 last heard Jan 2023

Drew Meredith’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · 📈 3 dividend income stocks for 2023 | ft. financial adviser Drew Meredith · 26 Jan 2023 podcast

That's more in, so most of their growth is coming from mobiles and 5Gs.

So the challenge with the NBN and the direct, I mean, most of the, what do you call it?

The direct modems or the direct connections into houses barely make any money either.

And the challenge, there might be a tailwind in the NBN that they're finally writing down the value of the NBN because they were looking to increase the price, which obviously everyone makes the same amount of money out of NBN sales, which is basically nothing.

I think it's like 4% or 5%.

So that's a potential tailwind, but that business has already been destroyed.

So that's where they can go with the rest of it.

Telstra Ventures, which has been- Venture Capital.

I think they backed FTX, unfortunately.

Oh, boy.

As a small holding in a venture capital portfolio, diversification remains key to that.

But yeah, Telstra Health is a growing part, so connecting hospitals and the years of spending billions on CapEx just to keep your communication towers start to disappear.

Or floated about $6.80, I think at one point.

I was in 2005 maybe.

I've been in this for a while.

All your income, all your returns have been from dividends from Telstra.

So what you're saying now is that the, or what I'm trying to say, sell, is that the company has finally been reset.

You know, when the NBN first came out in 2007, was that 2007 as well?

I was probably in primary school back then.

Yeah.

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