Dinner’s in the Dog!
The results season has ended – Hooray – we can get back to thinking rather than reporting…
Read more
On the Couch with Adam Dawes – Senior Investment Adviser at Shaw and Partners
In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners…
Buy Hold Sell – CSL Limited (ASX: CSL)
CSL (ASX: CSL) results on Tuesday were OK but not great. Earnings came in line with expectations while profit beat thanks to cost reductions…
Playing the India Market
We’re still looking to get more involved in “India”. Henry has recently bought GQG which has 6% of its funds under management in India. Seek (SEK) gets 6% of its revenue from India (held in the Growth Portfolio). The country is the world’s fasting growing major economy and its stock market is following suit. The two major Indian indices, the NIFTY 50 (similar to…
Is Uranium Going to Boom and Bust?
Uranium has been around for decades. The average age of the US nuclear power plant is 42 years…
On the Couch with Emma Davidson – CEO Staude Capital Limited
In this episode, Henry Jennings is delighted to welcome Emma Davidson, CEO of Staude Capital Limited…
On the Couch with Coby Hanoch – CEO Weebit Nano (WBT) – Talking ReRAM and AI
In this episode, Henry Jennings is delighted to be joined by Coby Hanoch, CEO at Weebit Nano Ltd (ASX: WBT)…
A Fairytale of New York (NYSE and the Nasdaq)
2023 has been a year that most Australian investors would like to forget. A year of extraordinary moves in things we never saw coming…
On the Couch with John Abernethy – Economist and Value Investor
In this episode, Marcus Padley sits down with John Abernethy of Clime Investment Management (ASX: CIW), economist and value investor…
