PRE TAX NTA |$3.54

Value as at close of business on 16 May 2025

 

Why ‘The Mooch’ thinks Trump is more dangerous this time around

Anthony Scaramucci says Trump has fewer constraints on his worst instincts in his second administration. But he still gets bored easily.

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May 19th, 2025
 

My biggest mistake: Anthony Scaramucci on what makes Donald Trump tick

On Elon Musk, money and the White House, fast-talking Wall Street hedge fund manager and former Trump communications director Anthony Scaramucci tells it as he sees it.

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May 19th, 2025
 

Bitcoin ‘on track’ for $US200,000: Anthony Scaramucci

Bitcoin could hit as much as $US200,000 ($311,000) by the end of this year, fuelled by surging inflows into exchange-traded funds, while pressure on the greenback from Donald Trump’s erratic policymaking will drive more into the digital currency.

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May 19th, 2025
 

‘The Mooch’ says Trump will have to cut China tariffs below 10pc

Scaramucci, who is best known as The Mooch, is the first big-name global investor to be confirmed for the Sohn Hearts & Minds conference in Sydney in November

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May 19th, 2025
 

HM1 Leadership Restructure

The Board of Hearts and Minds Investments Limited has announced the restructure of its leadership, transitioning from a full-time CEO role to a more streamlined model. As a result, Brett Jollie will step down as CEO and Richard Howes will be appointed to a new part-time role of Managing Director.

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May 19th, 2025
 

On the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump

Nick Griffin, Founding Partner and Chief Investment Officer of Munro Partners recently joined On the Couch to talk market moves, investing through volatility, the AI revolution & where he's finding opportunities. 

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May 8th, 2025
 

Meta And Microsoft Surprise, Aussie Rate Cuts "Locked In" & Pimp My Portfolio

Tune into a recent Equity Mates podcast episode for a deep dive into the US earnings season and the latest market insights.

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May 5th, 2025


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A curated list of HM1 investor updates, portfolio news and other interesting articles.
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