Seven Group Holdings (SVW) CEO, Ryan Stokes

Seven Group Holdings (SVW) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s full year results, including the performance of its WesTrac and Boral businesses. The pair also discuss the outlook for the industries under the company umbrella and its dividend & capital management policy.  

21 Aug 2024

 

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WAM Leaders (WLE), Senior Investment Analyst, Anna Milne

18 Jul 2024

WAM Leaders (WLE), Senior Investment Analyst, Anna Milne speaks with Tom Piotrowski about the upcoming reporting season,  the market’s recent performance and the impact of potential interest rate moves. She provides insights into multiple sectors including mining, healthcare, REITs (real estate) and consumer facing stocks. The discussion also covered companies like BHP, Rio Tinto, Fortescue, CSL, Goodman Group, Dexus, Endeavour and more. 

Tom Piotrowski and Anna Milne 10:57

Antipodes Global Shares (AGX1) Portfolio Manager, Vihari Ross

27 Jun 2024

Antipodes Global Shares (ASX: AGX1) Portfolio Manager, Vihari Ross shares her views on the ‘Magnificent 7’, which includes NVIDIA, Apple, Tesla, Meta and Microsoft. She also discusses potential opportunities for thematic investments beyond these larger tech stocks, highlighting alternative avenues for growth.

Tom Piotrowski and Vihari Ross 15:27

MST Financial, Senior Research Analyst, Brian Johnson

18 Jul 2024

MST Financial, Senior Research Analyst, Brian Johnson speaks with Tom Piotrowski, sharing insights on the financial sector, including major banks. They discuss the key reasons behind the dispersion in bank valuations and their primary drivers. Additionally, Brian offers his perspectives on inflation, cost cutting, technology and business lending.

 

Tom Piotrowski and Brian Johnson 15:32

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