Jun Bei Liu shares the investment case for six stocks that have been impacted by the recent lockdowns and opportunities in the reopening trade for sectors such as retail, travel, and the housing market.

Insight into how the TDM Growth team think about generational businesses and building a thesis for 10+ year investment opportunities, in particular how they apply their “what do you need to believe” thinking, using Peloton as a case study.

Paradice Investment Management's Nick Varcoe discussed ESG investing in an episode of The Alpha Females Invest podcast and explained some of the frameworks and tools the fund manager uses to integrate socially responsible investing within the business.

Paradice portfolio manager Julia Weng shares how a stint in managing two of her own artisan bakeries made her a better analyst and portfolio manager and explains Paradice’s investment process.

Season 4 of TDM’s podcast, Scaling Up has just wrapped with another six fantastic episodes. Listen to in depth conversations with some of the world’s leading entrepreneurs about the lessons they’ve learnt while scaling their businesses. 

Peter Cooper joined David Clark on the Inside the Rope Podcast to discuss a variety of topics including the big influences in his investment career, Cooper Investor’s investment philosophy for long-term returns and what it takes to be a successful investor.

Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.

In the latest episode of Munro Partner’s Capital Preservation Education series, Nick Griffin explains the fund manager’s shorting philosophy, how the team selects a single stock short and some of the climate secular short opportunities.

Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more. 

Emma Fisher from Airlie Funds Management was the latest guest on Livewire’s Rules of Investing podcast. Emma discussed her first investment, why retailers are being underestimated and why you can’t be successful by sticking with consensus. 

Conference Manager Jun Bei Liu shares the moments in her career that shaped the investor that she is today in a Q&A with Livewire. She also shares three promising stocks for the coming year.

Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.

David Wright spoke with Livewire, in this interview David shares countless insights that he has learnt throughout his career, and shares what he believes will be key to portfolio returns in the future.

Nick Griffin of Munro Partners was on the latest episode of the On the Couch podcast. They discuss a variety of topics including capital preservation, what it means to be a ‘Munro Bagger’ and some of Nick’s favourite climate and high-performance computing companies.

VGI Partners' Robert Luciano discusses growth in the e-commerce space, opportunities in the technology sector - in particular 5G, inflation and the importance of downside protection with Tom Piotrowski on CommSec Executive Series. 

Read the coverage of Magellan's latest In the Know Podcast with Hamish Douglass and former Fed governor Kevin Warsh.

Hamish Douglass is joined by former member of the Federal Reserve Board of Governors Kevin Warsh on In the Know. They discuss navigating the US through the global financial crisis, the role of central banks in controlling inflation and his outlook on the current global economic landscape.

Qiao Ma talks to INBrief about Cooper Investor’s investment philosophy and experience in Asian Capital markets, megatrends reshaping global markets and some high conviction ideas, including her Conference pick Shenzhou International. 

Nick Griffin shares some opportunities he thinks the market is overlooking, the link between interest rates and growth equities and how a rise in interest rates would influence this thematic.

In this AFR article, Jun Bei Liu explains how large fiscal and monetary stimulus measures have contributed to surges in commodity prices and increased input price measures. She discusses the factor at play, and what this means for equity markets.

David Halpert of Prince Street Capital Management recently spoke with our friends at Equity Mates about his personal investing story, his thoughts on Digital Decolonisation, and shares two emerging company case studies.

Paradice believes renewable energy will be one of our life's defining investment thematics. Learn more about the rise of electronic vehicles and the demand it creates for raw materials, and how Paradice are investing in renewable energy adoption.

Ben Gisz, co-founder of TDM Growth Partners talks to the guys about building a portfolio in today’s market conditions. They chat about Ben’s unusual first investment, TDM’s ‘bottom up’ investment research process, and some of the key things to be aware of in today’s market environment.

Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.

Phil King shares his case for Australian telecommunications provider Spirit Technology Solutions, and outlines the broadening of the company's product range through strategic acquisitions, the importance of having expertise within cyber security and more. 

Netflix’s early dominance in the on-demand streaming industry built its reputation as a must-have offering for consumers. Magellan shares their analysis of Netflix, and why they see the company continuing to improve the value of its bespoke services. 

In this conversation on disruptive innovation, Cathie Wood (ARK Invest) discusses a broad range of topics including her journey as an institutional investor, her take on innovation as an asset class and using innovation as a hedge.

In this episode of The Rules of Investing podcast, David Moberley of Paradice shares how his experience at a start-up helped him as an analyst, why Australian gas stocks are well placed for further appreciation, and why CSL's collection problems are likely to just be transitory. 

Climate change and digital disruption are key areas of interest for Nick Griffin and Munro Partners team. Listen to this conversation as Nick discusses thematic investing and how the Munro Global Growth Fund is positioned to capitalise on these major investment themes. 

Howard Marks (Oaktree Capital) discusses the most important things in investing and how the real accomplishment is to have profit potential disproportionate to the risk. He also shares how to get the odds on your side, why diversification is not a magic elixir and why stock prices could go much higher.