Value as at close of business on 12 April 2024
Price delay - 20mins
Season 4 of TDM’s podcast, Scaling Up has just wrapped with another six fantastic episodes. Listen to in depth conversations with some of the world’s leading entrepreneurs about the lessons they’ve learnt while scaling their businesses.
Peter Cooper joined David Clark on the Inside the Rope Podcast to discuss a variety of topics including the big influences in his investment career, Cooper Investor’s investment philosophy for long-term returns and what it takes to be a successful investor.
Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.
In the latest episode of Munro Partner’s Capital Preservation Education series, Nick Griffin explains the fund manager’s shorting philosophy, how the team selects a single stock short and some of the climate secular short opportunities.
Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more.
Emma Fisher from Airlie Funds Management was the latest guest on Livewire’s Rules of Investing podcast. Emma discussed her first investment, why retailers are being underestimated and why you can’t be successful by sticking with consensus.
Conference Manager Jun Bei Liu shares the moments in her career that shaped the investor that she is today in a Q&A with Livewire. She also shares three promising stocks for the coming year.
Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.
David Wright spoke with Livewire, in this interview David shares countless insights that he has learnt throughout his career, and shares what he believes will be key to portfolio returns in the future.
