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The Call from ausbiz

Business News

Episodes

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"[COE] is disappointment 101" - Henry Jennings

04 May 2022

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: PME, QAN, DRIV, SSG, IHR,...

"[WTC] is a little spicy at this price" - Scott Phillips

03 May 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: YOJ, AIS, SOL, REX, CTT, WTC, L...

"I'm not a fan of [NHF]" - Francesco De Stradis

02 May 2022

Contributed by Lukas

Francesco De Stradis from Ord Minnett and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: JBH, SFR, MP1, BXB, NHF, REA...

"[NTO] looks great to trade, but only for a few days" - Michael Gable

29 Apr 2022

Contributed by Lukas

Mark Gardner from Maqro Capital and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: MCL, CCX, QHL, GT1, MDR, FZO,...

"[MWY] is a victim of Russia-related supply chain issues" - David Lane

28 Apr 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and David Lane from Ord Minnett go in-depth and stock specific. Stocks covered: SDR, CSL, MWY, EML, TPG, AMP, IGO, A...

"Wait for [XRO]'s next report before you buy" - Michael Wayne

27 Apr 2022

Contributed by Lukas

Michael Wayne from Medallion Financial and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: S32, ALL, VHT, IFT, CGF, RBL...

"[RHC] shareholders should cash in their good luck" - Rudi Filapek-Vandyck

26 Apr 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific. Stocks covered: AGL, HLA, FLT, MNS...

"[ICI] has all the buzz words" - Mathan Somansundaram

21 Apr 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: ABB, PPS, JHX, ICI,...

"Don't throw the kitchen sink at it, but [ACDC] is a buy" - Adam Dawes

20 Apr 2022

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Adam Dawes from Shaw and Partners join us for an ETF special. Stocks covered: GPEQ, SEMI, FOOD, IFRA, ASIA...

"[HM1] looks like emotional blackmail to me" - Mark Gardner

19 Apr 2022

Contributed by Lukas

Mark Gardner from Maqro Capital and Gary Glover from Novus Capital go in-depth and stock specific. Stocks covered: RZI, GDA, WPL, ADV, BCC, MP1, HM1, ...

"I've talked myself into buying [CAT]" - Ben Clark

14 Apr 2022

Contributed by Lukas

Ben Clark from TMS Capital and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: FLC, CAT, CBA, G6M, ALG, A2M, TER, KG...

"[SPA] is a PAINFUL hold" - Luke Winchester

13 Apr 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: CBR, ADA, BST, CDD, GSS, VV...

"I have a glass half full view on [MFG]" - Mark Moreland

12 Apr 2022

Contributed by Lukas

David Novac from Wealthwise Education and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: AX1, AUB, IRI, VRT, CAR, BLX, ...

"[NHC]: I'm not going to apologise for buying coal" - Gaurav Sodhi

11 Apr 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: ESK, WES, SRG,...

"Never buy [BHP] for the dividends" - Adam Dawes

08 Apr 2022

Contributed by Lukas

David Lane from Ord Minnett and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: TYR, BHP, COL, MQG, AMS, DXS, STO, A...

"[QBE] is a lazy person's exposure to interest rates" - Gaurav Sodhi

07 Apr 2022

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: DMP, CXM, PPK, ALC,...

"I get excited about the lotto, but not [JIN]" - Henry Jennings

06 Apr 2022

Contributed by Lukas

Michael Gable from Fairmont Equities and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: SIQ, FMG, JIN, DSK, MSL, CDM...

"I hope [CBO] succeeds, but its not a buy" - Scott Phillips

05 Apr 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: SEK, ASM, RHC, CCA, ASB, CBO, A...

"Now is not the time to buy [XRO]" - Mark Gardner

04 Apr 2022

Contributed by Lukas

Howard Coleman from Teaminvest and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: XRO, HLS, BKW, SUN, WOW, CGS, BLD, ...

"[CCG] is like investing in the jockey, rather than the horse" - Luke Winchester

01 Apr 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: GNP, CCG, COB, 8CO, FSG, CT...

"Invest in [BBL] if you love them, but don't expect returns" - Chris Conway

31 Mar 2022

Contributed by Lukas

Gary Glover from Novus Capital and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: OSL, NEA, PRN, BWX, MNS, SHV, BBL, N...

"[RDY] is mission critical" - Henry Jennings

30 Mar 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: AVH, KNI, UMG, ALL, STX, ING, A...

"[NAB] is a dividend trap" - Mark Gardner

29 Mar 2022

Contributed by Lukas

Mark Moreland from Teaminvest and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: SWM, RMD, DSE, ADH, NHC, NAB, HDN, A...

"[EDV] could be the Bunnings of alcohol" - Mathan Somasundaram

28 Mar 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: PYC, OIL ANG, ...

"[PMV] is one of the best retailers in the country" - Mathan Somasundaram

25 Mar 2022

Contributed by Lukas

Adam Dawes from Shaw and Partners and Mathan Somasundaram from Deep Data Analytics, with guest host Scott Phillips from The Motley Fool go in-depth an...

"[KGL] has up to 70% upside" - David Lane

24 Mar 2022

Contributed by Lukas

David Lane from Ord Minnett and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: NWL, URW, WSP, KGL, ABB, BBN, PSQ...

"[NVX] has been overdone on the downside... so I'm a buyer" - Henry Jennings

23 Mar 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: NVX, ASX, SYI, COS, NC6, ...

"It's an ugly update across the board...for now I think it's best to leave [BLD] on the shelf"- Scott Phillips

22 Mar 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: JHX, TNE, REX, VMT, NXT, SHL, H...

"[BTH] is a bit speculative, but we like the growth and the revenue" - Francesco de Stratis

21 Mar 2022

Contributed by Lukas

Francesco De Stradis from Ord Minnett and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: APX, BHP, EXP, CGF, ANN, CWN...

"[TSI] is a hard pass" - Claude Walker

18 Mar 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: EOL, PPL, WSI, MAQ, BLX, BO...

"[PME] has had insane growth and is insanely priced" - Andrew Page

17 Mar 2022

Contributed by Lukas

Andrew Page from Strawman.com and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: RAC, PPH, D2O, AVA, BKG, IOD, PME, TWE, B...

"[QAN] is not a company I would invest in" - Michael Wayne

16 Mar 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: AGE, EL8, QAN, SRG, TLS, ...

"I'm watching [MYR] very closely" - Andrew Wielandt

15 Mar 2022

Contributed by Lukas

Mark Moreland from Teaminvest and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: AZJ, EOS, PNI, MYR, A2M, 360...

"Take [OBL] to a poker game... they know how to bet" - Mathan Somasundaram

14 Mar 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: NHC, WHC, NAN,...

"I'm amazed [MSB] is still listed" - Jun Bei Liu

11 Mar 2022

Contributed by Lukas

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific. Stocks covered: ARX, RLT, JDO, MBS,...

"[RED] is a golden speculative punt" - David Lane

10 Mar 2022

Contributed by Lukas

David Lane from Ord Minnett and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: CSL, CAR, HMY, BGA, PGH, JBH, RED, R...

"Does [FCL] still have a pulse?" - Rudi Filapek-Vandyck

09 Mar 2022

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific. Stocks covered: FCL, NAM, RSG, RBL, VAF...

"Right now I don't know why you wouldn't buy [LYC]" - Chris Conway

08 Mar 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: ALC, WPL, VRT, CSR, UNI, CSX, M...

"[ELD] is almost like an agriculture ETF" - Mark Gardner

07 Mar 2022

Contributed by Lukas

David Novac from Wealthwise Education and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: MFG, SLA, SLR, CCP, PFP, SOL...

"[TNT]: every dog stock has its price... and this ain't it" - Mathan Somasundaram

04 Mar 2022

Contributed by Lukas

Claude Walker from A Rich Life and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: MCCL, HCW, CKF, TNT, S...

"[SDR] looks a lot like an early stage Xero" - Mark Gardner

03 Mar 2022

Contributed by Lukas

David Lane from Ord Minnett and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: VNT, INR, PDL, BKW, SDR, IAG, NEC, CMW...

"[FMG] has been a great cash cow" - Michael Wayne

02 Mar 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: SLX, IVC, VGL, FMG, ADH, ...

"[WES]: there are 3 sure things in life death, taxes... and Bunnings" - Henry Jennings

01 Mar 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: RMD, CCX, AFG, MIN, CDA, WES, HTA, ...

"Our analyst said [LFS] is the worst IPO he's ever seen" - Gaurav Sodhi

28 Feb 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: LFS, AVR, MRD,...

"[TYR] will become profitable very, very quickly" - Jun Bei Liu

25 Feb 2022

Contributed by Lukas

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca go in-depth and stock specific. Stocks covered: HLS, SGF, UWL, RRL, AX1, PXA, PLS, JIN,...

"[LOV] is probably the best retailer I've ever seen... EVER!" - Gaurav Sodhi

24 Feb 2022

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: MDC, SPZ, GEM, CNU,...

"[EDV] is a category killer" - Henry Jennings

23 Feb 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: RWC, ASH, FANG, EDV, AKE,...

"[SOL] is the cornerstone investment for long term portfolios" - Scott Phillips

22 Feb 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Gary Glover from Novus Capital go in-depth and stock specific. Stocks covered: DTL, VLS, SOL, CCZ, STP, TCL, S...

"[LRK] is sure to raise some spirits" - Mathan Somasundaram

21 Feb 2022

Contributed by Lukas

Francesco De Stradis from Ord Minnett and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: ICT, XRO, TRS, ...

"[SIQ] is something you can buy today" - Luke Winchester

18 Feb 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: PH2, NXS, CTT, OPN, SES, BM...

"[SGM] was in the right place, at the right time" - Chris Conway

17 Feb 2022

Contributed by Lukas

Adam Dawes from Shaw & Partners and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: CAT, AT1, SGM, FZO, NWL, SNL, F...

"If I had to pick a bank, [BEN] would be my pick" - Carl Capolingua

16 Feb 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: EBO, SMN, COL, ABR, ABP, ...

"[FPH] is a triple green" - Mark Moreland

15 Feb 2022

Contributed by Lukas

Mark Moreland from Teaminvest and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: SPU, FPH, KMD, WBT, EVT, SLC, N...

"If a brand works for [MCL] it will be explosive" - Gaurav Sodhi

14 Feb 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: RNU, SYR, AD8,...

"I've bought 6 prams from [BBN] over the years... and I'd buy its stocks on a dip" - Mark Gardner

11 Feb 2022

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: CBA, GNG, SWM, MGR, S...

"[AMP]'s carcass is being picked apart by the hyenas" - Henry Jennings

10 Feb 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: DXC, PAC, ABC, PSI, TNE, CDA, MEZ,...

"The reality is [WEB] is a trading stock" - Mathan Somasundaram

09 Feb 2022

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SCP, CRYP, WE...

"[MQG] is a stock I'd buy my grandchildren" - Chris Conway

08 Feb 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: NWH, TSI, COB, BSL, QAN, PNV, G...

"[CGS] is delivering eye wateringly good growth" - Andrew Page

07 Feb 2022

Contributed by Lukas

Gary Glover from Novus Capital and Andrew Page from Strawman.com go in-depth and stock specific. Stocks covered: SQ2, CGS, PLY, NML, BKL, WHK, NUF, VH...

"[REA] is a buy for a sleep-at-night portfolio" - Luke Winchester

04 Feb 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SGI, ST1, AZL, RVS, ABY, CO...

"I've been buying [CIP] all week" - Mark Gardner

03 Feb 2022

Contributed by Lukas

Ben Clark from TMS Capital and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: MMM, AXE, LIT, CIP, NCK, ANZ, JLG, IAP....

"[AX1] is suffering from a lack of foot traffic - pun intended" - Henry Jennings

02 Feb 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: MQG, NMT, AX1, BET, MSB, PPT, B...

"[REG] is a big no-no" - Rudi Filapek-Vandyck

01 Feb 2022

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: LKE, LLC, ELD, ALL, APX, SCG, LP...

"[RHY] is an intelligent speculation" - Gaurav Sodhi

31 Jan 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investorgo in-depth and stock specific. Stocks covered: ADT, RHY, NXT, ...

"The selloff has definitely created a lot of opportunity for [ADH]" Adam Dawes

28 Jan 2022

Contributed by Lukas

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific. Stocks covered: IPL, GQG, AIA, GRR,...

"[CLDD] has fallen so far it should be renamed FOG" - Henry Jennings

27 Jan 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: ADO, CLDD, NMT, 3PL, SM1,...

"[AMP]: you'd struggle to find a greater destruction of shareholder value in the last 22 years" - Chris Conway

25 Jan 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: GDA, BTH, NSR, MLD, TGF, PME, A...

"Love [CAR], don't love the price" - Howard Coleman

24 Jan 2022

Contributed by Lukas

Francesco De Stradis from Ord Minnett and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IGO, AVN, CAR, NAB, MWY, REA,...

"[XRO] is one of, if not the highest quality business on the ASX" - Luke Winchester

21 Jan 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: VEE, DGL, XRO, 3DA, DW8, TR...

"[DMP] has always been a bogey stock for me... I think it's because I don't particularly like their pizza" - Chris Conway

20 Jan 2022

Contributed by Lukas

David Lane from Ord Minnett and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: DHG, STO, DMP, SLC, CIM, SSG, ILU, NEC,...

"No connection with [CXZ] I'm afraid" - Henry Jennings

19 Jan 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: IMC, S32, UNI, CPV, AFI, WBC, C...

All red, no bubble for [RBL]" - Scott Phillips

18 Jan 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: BBN, WPL, SGP, SUN, AD8, AGL, CC...

"I've fallen in love with [MIN], I have a lot of affection for it" - Gaurav Sodhi

17 Jan 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: CXL, MIN, MVF,...

"[IGO] is probably the best chart on the ASX" - Carl Capolingua

14 Jan 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SNS, AXE, IGO, GLB, CAN, IEL, HMC...

"[LRK] is a very interesting business and extremely well run" - Luke Winchester

13 Jan 2022

Contributed by Lukas

Mark Gardner from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: STG, LRK, COE, MCA, MPL, C...

"[TGP] is big boys, playing big corporate games" - Henry Jennings

12 Jan 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: NTD, QHAL, MFG, ANN, ABB,...

"[MCY] is where capital goes to die" - Scott Phillips

11 Jan 2022

Contributed by Lukas

Howard Coleman from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: VRT, PNI, MCY, BWX, GSS, JRV, C...

"It's not a gamble to buy [ALL]" - Mathan Somasundaram

10 Jan 2022

Contributed by Lukas

David Novac from Wealthwise Education and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: HVN, ORI, BFG, ...

"[KME] stands to benefit from two years of disrupted learning" - Luke Winchester

07 Jan 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: WSP, AX1, SYM, KME, AMX, BE...

"[CSL] can't go to far wrong investing in obesity and ageing" - Mark Gardner

06 Jan 2022

Contributed by Lukas

Chris Conway from Marcus Today and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: LVH, GNC, PPG, TLS, WAM, LGL, TPW, ...

"[XRF] is an add for me" - Andrew Page

05 Jan 2022

Contributed by Lukas

Andrew Page from Strawman.com and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: XRF, BGA, RHT, CD3, VUL...

"[SFR] is a tick, tick, tick for me" - Carl Capolingua

04 Jan 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: 360, MHJ, RIO, SHV, SHL, AQZ, BYE,...

"I could definitely see [ALC] getting in the ASX 200" - Claude Walker

23 Dec 2021

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SUL, OSX, MMM, IFT, PTG, WEB, AMO...

"I'm bullish on [LBL]... it's a great Aussie success story" - Luke Winchester

22 Dec 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: ART, AZJ, KNO, PTL,...

"[SOL] has beaten the market over 1, 3, 5, 10 and 15 years... I'd happily buy shares" - Scott Phillips

21 Dec 2021

Contributed by Lukas

Scott Phillips from The Motley Fool and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: SYD, SOL, CSL, SNL, BBX, AUB, MY...

"[S32] might be the best management team in global mining" - Gaurav Sodhi

20 Dec 2021

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: CLW, UNI, HMD,...

"[PLS] is one of the top positions in my portfolio" - Jun Bei Liu

17 Dec 2021

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: WZR, CTD, BST, CUP,...

"[MAQ] is an intriguing business... it could be worth $100" - Gaurav Sohdi

16 Dec 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: MCP, CL1, GXY, CLV,...

"[REG] is a yes from me" - Henry Jennings

15 Dec 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: GNX, VAS, REX, NEU, VR1, ...

"[BHP] is too good to be true" - Gary Glover

14 Dec 2021

Contributed by Lukas

Gary Glover from Novus Capital and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: WGN, ABC, BHP, HUM, AMH, KMD, SVW, P...

"[PSQ] bringing a smile to investors" - Mathan Somasundaram

13 Dec 2021

Contributed by Lukas

Mathan Somasundaram From Deep Data Analytics and Francesco De Stradis from Ord Minnett go in-depth and stock specific. Stocks covered: SDF, LNK, FLT, ...

"[MYS] is the Diet Coke of the big four banks" - Mark Gardner

10 Dec 2021

Contributed by Lukas

Mark Gardner from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RDY, TAH, LYC, WBC, IHL, D...

"There is a massive opportunity for [NMT]" - Carl Capolingua

09 Dec 2021

Contributed by Lukas

Claude Walker from A Rich Life and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: NMT, BUB, FIJ, CGO, WES, CPU, EGG...

"There's a lot to like about [LOV]... it's a wonderful compounding machine" - Andrew Page

08 Dec 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Andrew Page from Strawman.com go in-depth and stock specific. Stocks covered: TUA, AMI, GPEQ, UMG, CLU, LOV...

"[ADH] is a very good retailer trading at a crazy price" - Scott Phillips

07 Dec 2021

Contributed by Lukas

Scott Phillips from The Motley Fool and Mark Moreland from TeamInvest go in-depth and stock specific. Stocks covered: PPS, ING, ADT, BET, SIG, CMW, PR...

"Good management, good branding, I like [MBH]" - Henry Jennings

06 Dec 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: DYL, GMA, SMP, WCG, NST, C...

"[HUB] is a really high quality business, it's one we'll add to the buy list" - Scott Phillips

03 Dec 2021

Contributed by Lukas

Adam Dawes from Shaw and Partners and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: ABY, NTO, PMV, WOR, BRG, RBL...

"[PTB] ticks all the boxes" - Michael Gable

02 Dec 2021

Contributed by Lukas

Michael Gable from Fairmont Equities and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: XRO, CDA, K2F, EZL, O...

"I liken [SDR] to what Xero has done in the accounting space. It's on my watchlist" - Carl Capolingua

01 Dec 2021

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: DSE, GUD, STP, SLC, SDR, MVP, KLS...

"No matter the share price, we'd avoid [HLO]" - Howard Coleman

30 Nov 2021

Contributed by Lukas

Gary Glover from Novus capital and Howard Coleman from Team Invest go in-depth and stock specific. Stocks covered: MMS, RHC, HLO, IRI, SYM, BIT, AFI, ...

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