Quick bite: Infratil on concentration risk & AI

from Shared Lunch Hosted by Sharesies

In this quick bite Jason Boyes from Infratil talks to some tough questions—share price drops, DeepSeek and CDC’s weight in the portfolio. Plus, hear about the importance of clear comms and site visits, and why he's staying patient on AI—even if investors want their Christmas presents early. This quick bite is from our previous episode 'How much runway does Infratil have?' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

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Quick bite: Infratil on concentration risk & AI

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Frequently asked questions

How long is this episode of Shared Lunch?

This episode is 4 minutes long.

When was this Shared Lunch episode published?

This episode was published on June 16, 2025.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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