PODCAST · news
WaveStone: On Our Wavelength
by WaveStone Capital
The WaveStone team provides useful information, the latest news on Australian equities and updates relating to WaveStone Capital.
Episodes
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Successful active investing requires a deeper level of insight
Stock analysis involves more than just financial modelling. The insights gleaned from meeting with management teams, customers, suppliers and competitors provides context and colour into the quantitative factors that can drive share prices. A deeper understanding of a company’s strategy as well…
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The most interesting reporting season since the GFC
In this edition of On our Wavelength, Raaz Bhuyan and Kirsty Mckay-Fisher discuss the August earnings season, the importance of a quality management team when evaluating businesses and the impact of economic factors such as rising interest rates on investment strategies.
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Lithium as a trending topic, but is it a good investment ?
Lithium is the trending topic in resources with decarbonisation providing opportunities beyond Australia's heartland of coal and iron ore. Hear from WaveStone Capital's Raaz Bhuyan and Luke Nelson on how they are allocating capital across both large resources companies and the emerging growth...
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China’s reopening presents opportunities for investors
The end of China’s zero Covid Policy has spurred a dramatic turnaround in not only China’s equity market, but also those with China-linked revenues. The opportunity for Australia has historically been in resources, but WaveStone Capital think it will be different this time. Hear from Raaz Bhuyan,...
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Insights from abroad
WaveStone Capital's Henry Hill and Kirsty Mackay-Fisher recently travelled to the Northern Hemisphere, visiting a large number of companies and gaining insights on the impacts of inflation and a slowing consumer. Hear their insights and observations of the outlook for the Australian share market…
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The theme of August’s reporting season was the resilience of the consumer, this will be tested in the months to come
While consumer spending continues to be robust, the impact of inflation, higher rates and higher energy costs will become more acute over the coming months. Consumer discretionary stocks are out of favour and defensives such as staples have attracted significant capital. Hear from WaveStone...
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Frequently Asked Questions
How many episodes does WaveStone: On Our Wavelength have?
WaveStone: On Our Wavelength currently has 6 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is WaveStone: On Our Wavelength about?
The WaveStone team provides useful information, the latest news on Australian equities and updates relating to WaveStone Capital.
How often does WaveStone: On Our Wavelength release new episodes?
WaveStone: On Our Wavelength has 6 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to WaveStone: On Our Wavelength?
You can listen to WaveStone: On Our Wavelength on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts WaveStone: On Our Wavelength?
WaveStone: On Our Wavelength is created and hosted by WaveStone Capital.
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