Sandstone Insights Head of Investment Strategy, John Lockton

John Lockton, head of Investment Strategy at Sandstone Insights speaks with Tom Piotrowski about his high-conviction stocks. The pair discuss buybacks in the Australian market, along with companies such as ResMed (RMD), Seven Group (SVW), Block (SQ2) and Coles (COL).

23 Sep 2024

 

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Zip Co (ZIP) CEO, Cynthia Scott

18 Jul 2024

Zip Co (ZIP) CEO, Cynthia Scott speaks with Tom Piotrowski about the company’s full year results, the progress of its strategic priorities and the status of its US business. Additionally the pair also discuss the capital management outlook for the company and the impact to the business from macro environmental factors.

Tom Piotrowski and Cynthia Scott 13:55

Woodside Energy Group (WDS) CEO, Meg O'Neill

28 Aug 2024

Woodside Energy (WDS) CEO, Meg O’Neill speaks with Tom Piotrowski about the company’s half year results and the reasoning behind the recent acquisitions of Tellurian and Driftwood LNG. The pair also discuss the progress of the Scarborough project in WA, and the Sangomar development in Senegal.

Tom Piotrowski and Meg O’Neill 9:20

Munro Partners, Portfolio Manager, Qiao Ma

02 Sep 2024

Munro Partners, Partner & Portfolio Manager, Qiao Ma speaks with Tom Piotrowski about the outlook for leading US tech companies including NVIDIA, Microsoft and Meta, together with opportunities for AI investing beyond big tech.

 

Tom Piotrowski and Qiao Ma 15:02

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