The Call from ausbiz
Episodes
"[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, ...