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Transcript – click here James runs the L1 Catalyst Fund. James has 20 years experience advising boards and management. Prior to joining L1 Capital in 2021, James spent nearly ten years at Flagstaff Partners, where he was a Managing Director and originated and executed M&A, equity and debt transactions. Previously, James worked at Macquarie Capital…
In a slowing growth, high inflation, and turbulent macro environment it is difficult to pick stocks. One that has managed to weather those headwinds with relative grace for a few reasons is Challenger (CGF). CGF is an Australian based investment management company with a vision to help its customers achieve financial security for their retirement.…
Email the On the Desk team at otd@marcustoday.com.au – if you have a question, be it big or small. This week On the Desk the guys talk about what’s keeping them up at night and what’s helping them sleep easy at the moment. Get immediate access to expert commentary, insights and independent research. Become a…
Talking Investor behaviour and Retail flows with Gemma Dale Nabtrade. Transcript – click here This week I have turned the tables on Gemma Dale from Nabtrade and I get to ask the questions and Gemma gets to do the talking. For those of you who are not familiar with Gemma, she is the director of…
Email the On the Desk team at otd@marcustoday.com.au – if you have a question, be it big or small. This week On the Desk, Chris travels back in time to give himself one piece of advice before he buys his first ever stock, Tom presents a stock to BUY and a stock to AVOID, and Ben…
In this episode of On the Couch, Henry catches up with Bernard Rowe from ioneer (INR). Transcript – click here Bernard Rowe has been the managing director since August 2007. He has more than 25 years’ international experience in mineral exploration and mine development. His diverse mineral industry experience includes gold, copper, zinc, diamond, lithium…
On the Couch is a weekly podcast presented by Henry Jennings, talking to fund managers, investors and other finance professionals, about the big issues and how to navigate choppy investment markets. Great guests, great conversations and a focus on money making ideas from the experts. In this episode of On the Couch, Henry is talking…
This weeks, On the Desk, Ben looks in to the investment options provided by ETF’s and takes a deeper dive into what makes up Cloud Computing ETF (CLDD). Tom presents a stock review on Sims Ltd (SGM), Ben and Tom face off in a Buy/Hold/Sell lightning round, and Chris answers a couple of listener questions. Email the…
Market Risks and Opportunities With market volatility back in the spotlight, the guys take a look at the biggest risks and biggest opportunities present in the market. Plus, Chris and Ben go head-to-head in a round of On The Desk trivia. If you have a question, be it about macro factors, stock, sectors, a please…
Sims Ltd (SGM) was one of the best performers of the February results season, currently up more than 24% since reporting half-year numbers. SGM is a metals and electronics recycling company that focuses on ferrous and non-ferrous metals recycling (for those who can’t remember their chemistry, ferrous means ‘with iron’), post-consumer electronic goods recycling, and…
