Value as at close of business on 23 February 2024
Price delay - 20mins
This month we take a deep dive into ResMed - one of the conference stocks within the fund that was astutely picked by Chris Kourtis of Ellerston Capital.
Guzman y Gomez (GYG) held its Annual General Meeting on 30 November and provided an update on its FY24 year-to-date results.
CEO Bruce Flatt alongside the management team are by far the largest shareholders and have taken Brookfield from a struggling conglomerate in the 1990s into an investment powerhouse with a value investing framework largely focused on real assets.
New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference. You can watch his pitch here.
The semiconductor industry is entering its fourth phase - the Artificial Intelligence era. Over roughly 50 years, the semiconductor market has gone from a nascent industry to about the size of 500bn USD today.
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) recently appeared on Money to discuss her insights on whether to buy, hold or sell A2 Milk shares.
Jun Bei Liu of Tribeca Investment Partners recently appeared on Talk Ya Book to talk about A2 Milk (ASX:A2M) and how China’s border re-opening is boosting the company’s prospects.
Read the latest Stock Story from Magellan (Core Fund Manager) about one of one of our Core Holdings, Mastercard. In the article, Magellan tap into the underlying layers that support the consistency and strength of the business.
TDM Growth Partners (Core Fund Manager) feature two high conviction stocks, Guzman y Gomez and Rokt, which they believe will generate strong returns for HM1.
Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.
Airlie Funds Management share their view on why Mineral Resources’ (‘MIN’) unique business model is the driving force behind its ability to consistently deliver high returns on its invested capital.
Magellan’s latest In the Know podcast episode covers the digital payments revolution with VISA Vice Chairman and CFO Vasant Prabhu.
Hamish Corlett of TDM joined the Business Breakdown podcast to help break down Block including what has enabled Block to organically build two major ecosystems in Square and Cash App and how the recent Afterpay acquisition can strengthen the businesses.
Qiao Ma from Cooper Investors chats with our friends at Equity Mates about her first investment, Cooper Investors' investment philosophy and the investment thesis behind her conference pitch.
Most people will have seen, heard or tried A2 Milk at some stage. It's probably healthier than regular milk as it doesn't contain the A1 protein which can cause adverse digestive symptoms for some. So why is this 'healthy' milk such a good investment proposition?
Spotify is an instantly recognisable brand for most. It's a leader in the audio space and can be thanked for saving the music industry from the internet piracy threat of the early 2000’s. So why is Spotify Hamish Corlett's highest conviction stock?
Tesla, the stock, polarises investors. It has long been one of the most heavily shorted stocks, but in the past month, the stock has doubled and it seems more people are coming around to the idea that maybe Elon might just deliver on his promises.
This month's Conference Manager in Focus is Cooper Investor's Founder and Chief Investment Officer, Peter Cooper. He's backing the largest audio entertainment company in the US, Liberty SiriusXM.
This month's Conference Manager in Focus is Tekne's Managing Partner, Beeneet Kothari. He's backing a Brazilian digital payment solution company. Read his investment case here.
Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.
Conference Manager, Geoff Wilson AO of Wilson Asset Management is backing a Japanese-listed company specialising in gaming, entertainment and toy manufacturing. Find out why.
This month's manager in focus is Core Fund Manager, Philip King from Regal Funds Management. We asked him a few questions to get to know him better.
Tim Carleton from Auscap is backing Australia's leading consumer electronics company, JB Hi-Fi. Read why JBH is his highest conviction idea.
Jun Bei Liu of Tribeca is backing the largest provider of private education services in China, New Oriental Education & Technology - read her investment case.
Christopher Demasi takes us to Europe to uncover a market leading aerospace company. Read his investment case.
Read Emma Goodsell's investment case for the Australian plumbing business, Reece, and understand why it's her best idea.
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