High conviction: What we’re backing for the long term
Автор: Livewire Markets
Загружено: 2025-09-22
Просмотров: 11912
Описание:
Banks and miners dominate the ASX, but opportunity does not end there. Hear two market leaders share their conviction calls outside the staples.
Time codes
0:00 - Setting the scene
1:48 - Large cap valuations
9:00 - Gold discussion
12:50 - Other opportunities in commodities
18:35 - Themes from reporting season
21:30 - Healthcare friendless?
25:59 - Mark Landau on Mineral Resources
28:31 - Simon Mawhinney on Ansell
30:18 - Q&A: Most exciting mid-cap stock?
31:22 - Q&A: Does value investing work anymore?
34:27 - Top notch management examples
35:35 - Q&A: How does the shrinking ASX affect retail investors?
36:45 - Q&A: The future of energy
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