Equity Mates: Ben Gisz, TDM Growth

Ben Gisz, co-founder of TDM Growth Partners talks to the guys about building a portfolio in today’s market conditions. They chat about Ben’s unusual first investment, TDM’s ‘bottom up’ investment research process, and some of the key things to be aware of in today’s market environment.

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April 30th, 2021
 

Talk Ya Book: Marcus Guzzardi

Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.

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April 30th, 2021
 

CIO Insights - 26 April

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory shares more on the impact the HM1 fund has on our beneficiaries, putting a spotlight on MS Research Australia.

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April 26th, 2021
 

Talk Ya Book: Phil King, Regal Funds

Phil King shares his case for Australian telecommunications provider Spirit Technology Solutions, and outlines the broadening of the company's product range through strategic acquisitions, the importance of having expertise within cyber security and more. 

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April 26th, 2021
 

A "must have" company set to thrive

Netflix’s early dominance in the on-demand streaming industry built its reputation as a must-have offering for consumers. Magellan shares their analysis of Netflix, and why they see the company continuing to improve the value of its bespoke services. 

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April 22nd, 2021
 

CIO Insights - 19 April

Investor insights from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.

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April 19th, 2021
 

SALT Talks: Cathie Wood on Disruptive Innovation

In this conversation on disruptive innovation, Cathie Wood (ARK Invest) discusses a broad range of topics including her journey as an institutional investor, her take on innovation as an asset class and using innovation as a hedge.

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April 13th, 2021
 

Rules of Investing: David Moberley, Paradice

In this episode of The Rules of Investing podcast, David Moberley of Paradice shares how his experience at a start-up helped him as an analyst, why Australian gas stocks are well placed for further appreciation, and why CSL's collection problems are likely to just be transitory. 

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April 12th, 2021