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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So West Australian invested in a multitude of businesses.

They leveraged up and bought coals.

I think it was like 2012 or maybe pre-2007.

And then listed it again on the ASX.

So they bought it and sold it, yeah.

We kind of consider them one of the best capital allocators on the ASX.

So I think you talk about, what's it called?

Lindsay Partridge.

Brickworks.

Yeah, yeah.

Someone drink water, sorry.

They're almost like a listed investment company, but they just own and operate businesses.

So Bunnings, Lithium Mines, Industrial Services are like leasing equipment to miners.

Kmart?

Officeworks, Kmart, and Catch of the Day.

So they bought Catch of the Day.

You should have led with Kmart.

Kmart.

It's not doing very well.

We can talk about Kmart.

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