In this episode of On the Couch, Henry catches up with his good friend Adam Dawes from Shaw and Partners. They talk three sectors Adam is buying currently and which stocks in these sectors. Plus a stock to hold for your kids and where Adam sees the market going by Christmas. As usual, Adam is…
This week we catch up with Phil King, the founder and CIO of Regal Funds Management. Regal (RF1) has been a stunning performer over the years since Phil and his brother, Andrew, founded the business in 2004. Regal is one of Australia’s leading investment managers servicing a wide range of institutional investors, family offices and…
On The Couch this week Henry talks to a friend of his, Mike Conway or should I say the Honourable Professor Mike Conway or even musician Mike Conway. Mike as you will hear is a man of many talents but today, we are talking about Mike’s business which focuses on getting the best out of…
This week Marcus Padley and Henry Jennings are on the Couch together talking a few War Stories. Broking in the 80’s, Cuppa Soup, smoking, alcohol and no PCs. Research was only just starting and commissions were 1.65% and went up (!) for larger orders. We talk about the ’87 Crash and the best thing to…
A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Grey Mining Limited. In the early 1990s he led the teams that discovered the…
This week Henry is On the Couch with the CEO of Archer Materials (AXE). As many already know we had a One Stock Portfolio challenge and Henry picked AXE which has doubled since recommended. AXE is at the forefront of the brave new world of Quantum computing and Mohammad is super smart and a lovely…
On the Couch with Adam Dawes from Shaw and Partners talking reporting season, wine and one stock portfolios… This week I catch up with my good friend Adam Dawes from Shaw and Partners. Adam is a great guy and he shares his four stocks that he is currently recommending to his clients and I put…
Welcome to another session ‘On the Couch’. This week, Henry catches up with the Co- Founder of EMVision, Scott Kirkland. EMVision is a ASX listed Sydney company bringing portable and accessible devices for stroke patient treatment both in a hospital setting and the next step in ambulances. Fast decisive action in stroke victims is imperative…
In this weeks’ special ‘On the Couch’, we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital. As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC which we first started buying in…
