On the Couch with Ben Clark – TMS Capital

Welcome to the first 2023 episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Ben Clark from TMS Capital. Ben will be a familiar face and voice to some, as he appears on various media channels and is on the ausbiz 'Investment Committee' with Henry. With over 20 years’ experience, he is principally responsible for analysing, selecting and monitoring the businesses that TMS Capital invests in, and also provides advice on overall portfolio construction. Whether visiting companies or performing deep dive analysis of outlooks, Ben is a highly skilled and hands-on investor, sharing his insights with the TMS team and clients alike. An excellent communicator, Ben regularly features in the media. Ben completed a Bachelor of Commerce at the University of Sydney, majoring in Finance and Economics.   Some of the topics covered: ·       How was 2022 for you? ·       Any lessons learnt that you can pass on to our listeners? ·       What did you get right and what did you get wrong? ·       New year, so in general terms, how do you go about building a portfolio? ·       What criteria do you use to select stocks? ·       Are there any red flags? ·       If you started from scratch, what five stocks would you put in the portfolio? ·       If you had to pick three stocks for 2023, what would they be? ·       Is there any stock that you feel is completely the wrong price? ·       What will be the big theme for 2023? ·       Where do you see the index going this year?   Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.   More about the author – Henry Jennings Henry Jennings, Senior Market Analyst and Media Commentator at Marcus Today Stock Market Newsletter, has been involved in financial markets since the 80s in London before emigrating to Australia. He first joined Deutsche Bank and then Macquarie Bank as Head of Equity Trading in Sydney. Since leaving Macquarie, Henry has been both an institutional and private client adviser. For the last seven years, Henry has been writing strategy and insights daily and is a frequent media commentator on all things finance on ABC TV and Radio, SBS and Ausbiz. He also hosts a series of podcasts talking to industry experts and the popular live Ask the Analyst session for Marcus Today.

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