How Loftus Peak Keeps beating the Market - An...

Apple enters a new era as John Ternus takes the reins from Tim Cook, bringing a product engineer to the top job just as the company searches for its next big platform. Bryce and Alec also unpack ugly results from Star Entertainment and Monash IVF, before kicking off Super Septemb ...  Show more

Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesso ...  Show more

On today’s episode, Clay Finck is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record, achieving 16.0% annualized returns since 2009 compared to 11.3% for thei ...  Show more

In today’s stock market, nearly every asset class, commodity, and global market is accessible through ETF’s. So, the question becomes, how do you choose? In Under the Hood we are looking at some of Australia’s favourite ETF’s and building the skills to analyse them ourselves.Toda ...  Show more

On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more. Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly succe ...  Show more

Do you ever wish you could see what other people are investing in? How they’re building their portfolios to benefit from the current state of the market? If you answered yes to either (or both!) of these questions, then this is the episode for you. Today we are chatting with Rach ...  Show more