December 23rd, 2021
In the Know Podcast: The coming 'viral blizzard'
Magellan’s Chairman and CIO Hamish Douglass speaks with one of the world’s foremost epidemiologists, and a member of President Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm.
Read MoreDecember 23rd, 2021
December 22nd, 2021
Livewire's Success and More Interesting Stuff: Geoff Wilson
This episode of Success and More Interesting Stuff features Wilson Asset Management's, Geoff Wilson. The episode dives into some of the key steps taken that made Wilson and his company such a success.
Read MoreDecember 22nd, 2021
December 17th, 2021
Livewire: Buy Hold Sell - 5 stocks with sparkling New Year's resolutions
Previous Conference Manager, Tribeca's Jun Bei Liu analyses three businesses with big plans for 2022 and names two winning stocks with big plans for the year ahead.
Read MoreDecember 17th, 2021
December 16th, 2021
Five global trends point to buys and sells for 2022
A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.
Read MoreDecember 16th, 2021
December 13th, 2021
CIO Insights - 13 December
Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the annual conference and provides a summary of the conference portfolio.
Read MoreDecember 13th, 2021
December 10th, 2021
Livewire: Buy Hold Sell - 3 Christmas specials and 2 for a turnaround
In this Livewire Christmas special, previous Conference Manager, Tribeca's Jun Bei Liu share her thoughts on five beaten-down stocks ready for a turnaround in 2022.
Read MoreDecember 10th, 2021
December 4th, 2021
Charlie Munger and stock picks at the Sohn Conference
Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.
Read MoreDecember 4th, 2021
December 4th, 2021
Cota Capital: Knowledge is the Ultimate Capital with Infinite Possibilities
In this episode of Founders in 15, Lily Sarafan sat down with co-founders, Babak Poushanchi and Bobby Yazdani to discuss the Origins of Cota Capital.
Read MoreDecember 4th, 2021
December 3rd, 2021
Regal Funds founder Phil King’s short share tips
An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Regal’s Phil King shorts GameStop in tactical shift
Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference
Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Sohn Hearts and Minds: The Australian Fund Manager Coverage
Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Sohn Hearts and Minds: AFR Professor Langer Coverage
Professor Robert Langer, Co-Founder of Moderna presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Sohn Hearts and Minds: AFR Charlie Munger Coverage
Charlie Munger, Vice Chairman of Berkshire Hathaway presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Sohn Hearts and Minds: AFR Fund Manager Coverage
13 of Australia’s leading investors revealed their top stock picks for the year ahead as part of Australia’s philanthropic and global thought leadership conference. Read AFR live coverage.
Read MoreDecember 3rd, 2021
December 3rd, 2021
Sohn delivers lessons on tech disruption
From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors
Read MoreDecember 3rd, 2021
December 2nd, 2021
Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway
Fund manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.
Read MoreDecember 2nd, 2021
December 2nd, 2021
Here comes the Sohn: big names battle over conference music
For all that heavyweight finance names Michael Walsh, David Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.
Read MoreDecember 2nd, 2021
December 2nd, 2021
Equity Mates: Eleanor Swanson, Firetrail Investments
Eleanor Swanson of Firetrail Investments sat down with Equity Mates. Eleanor breaks down the small cap landscape and shares some of the best companies that she's come across.
Read MoreDecember 2nd, 2021
December 2nd, 2021
Hearts and Minds 2021: Buying is only half the battle
Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference.
Read MoreDecember 2nd, 2021
December 2nd, 2021
Why The Sohn Hearts And Minds Conference Is So Important To TDM
TDM Growth Partners share why they love being involved in HM1 both as a Core Manager and a Conference Manager.
Read MoreDecember 2nd, 2021
November 30th, 2021
In the Know Podcast: The Inflation Spectre Looming the Global Economy
Hamish Douglass and former US Federal Reserve Governor Kevin Warsh discuss the US Federal Reserve and European Central Banks' low interest rates freeze.
Read MoreNovember 30th, 2021
November 29th, 2021
A hedge fund sleuth who seeks only the truth
Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.
Read MoreNovember 29th, 2021
November 28th, 2021
Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%
Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick's share price up more than 200%.
Read MoreNovember 28th, 2021
November 26th, 2021
Munro Climate Change Leaders Fund sub-trends: Circular Economy
Conference Manager and Munro Partners' Chief Investment Officer Nick Griffin does a deep-dive into the Climate sub-trend: The Circular Economy.
Read MoreNovember 26th, 2021
November 25th, 2021
Equity Mates: Yen Liow, Aravt Global
Yen Liow of Aravt Global sat down with Equity Mates. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.
Read MoreNovember 25th, 2021
November 23rd, 2021
You're in Good Company: Rory Lucas & Phil King
Hearts and Minds Investments Limited (ASX:HM1)'s Chief Investment Officer Rory Lucas and founding Hearts & Minds supporter Phil King of Regal Funds Management recently spoke with the hosts of You're In Good Company.
Read MoreNovember 23rd, 2021
November 22nd, 2021
CIO Insights - 22 November
Jargon free insights from our Chief Investment Officer. In today's update, Rory reviews how the portfolio is constructed and the benefits of the multi-year investment horizon of our Core Portfolio.
Read MoreNovember 22nd, 2021
November 22nd, 2021
Quick commerce set to deliver big returns in a hurry, says Tekne Capital’s Beeneet Kothari
Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.
Read MoreNovember 22nd, 2021
November 22nd, 2021
Why this $6.1b fundie prefers climate stocks to Chinese megacaps
Returning Conference Manager Nick Griffin of Munro Partners attempts to capitalise on the climate change thematic that it has declared as the biggest investment opportunity since the internet.
Read MoreNovember 22nd, 2021