Podcasts & Videos

Watch the latest Macro Monday with Tony Kaye and Mitchell Sneddon

Alex Hughes takes us through the investment case for 3P Learning.

Watch the latest Macro Monday with Callam Pickering and Mitchell Sneddon

Tony Kaye and John Addis discuss the current dynamics in the AREITs sector.

What drives profit in the long term? Alex and Gaurav offer two ideas.

The keys to selecting the right investments for you

What drives profit in the long term? Alex and Gaurav offer two ideas. Please go to the podcast section for audio only.

Join Mitchell Sneddon and Jon Mills as they unpack Crown's predicament in China.

Join Gaurav and Alex as they use Fleetwood and Brickworks as case studies to show how focusing on profit can be misleading.

Join Alex Hughes and Jon Mills as they discuss Reckon.

Join James and Gaurav as they demystify the most common metric of them all: the PER.

Gaurav Sodhi and James Carlisle explain how to use the sometimes ignored and often misused, book value calculation.