Market Mixers

Artificial intelligence is transforming healthcare diagnostics - from how images are read to how hospitals make decisions. In the latest episode of Market Mixers, Minotaur Capital's Ally Selby and Armina "Arms" Rosenberg explore how AI is reshaping the sector and what investors should watch as innovation comes for diagnostics.Music: https://www.youtube.com/watch?v=epQ2B6Ef5fwVideography: Robert ParkerEditing: Ally Selby, Robert Parker Timecodes: 0:00 - Intro 1:03 - How to make a "Cardio Cooler" 1:19 - How investors should think about analysing healthcare diagnostics stocks 1:54 - Importance of evidence and trials 3:06 - Why regulation and FDA/TGA pathways matter 5:01 - Do you need specialist knowledge to invest in healthcare companies 6:05 - How to use AI/ChatGPT to help you with your analysis 7:10 - How these businesses make money 7:43 - Who are the stakeholders who are involved 8:48 - A deep dive into Heartflow (NASDAQ: HTFL) 9:45 - Why we like RadNet (NYSE: RDNT) 11:30 - Why Minotaur is bullish on Artrya (ASX: AYA) 14:24 - What we got wrong on Heartflow 16:37 - Risks to be aware of when investing in healthcare diagnostics 18:07 - Key takeaways Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).

Welcome to the new and improved Market Mixers (so long, Stocktails) - your latest excuse to shake (not stir) up your investment ideas. Join Minotaur Capital's Ally Selby and Armina Rosenberg (aka “Arms”) as they sit down to deliver a healthy dose of investment insights alongside some cocktail chaos. In this episode, we're doing something a little different. We dive into Arms' latest research trip in the US, what it is actually like on the ground, as well as some of the companies that stood out from the 30 she saw while she was there. From a satellite company and a haircare product company, to SaaS players, biotech and medtech companies, and even the gaming company that makes GTA, we dissect the companies that really impressed, as well as two huge disappointments. Timecodes: 0:00 - Intro 1:03 - Cocktail making 1:52 - What it's actually like on the ground in the US 6:06 - Standout stocks from the trip 9:39 - A meeting with a possible AI investor relations bot11:25 - The most disappointing meeting - Stride (NYSE: LRN) 12:27 - Common themes that emerged from the trip: AI, defence, energy, healthcare18:14 - Is it worthwhile meeting with companies in the new AI world19:51 - How to turn the noise into actual insights 20:40 - New additions to the portfolio off the back of the trip - Robinhood (NASDAQ: HOOD) and Atlassian (NASDAQ: TEAM)23:01 - Why we have trimmed Super Micro (NYSE: SMCI)24:01 - A company that surprised us - Olaplex (NASDAQ: OLPX)25:02 - US market wrap-up and dispersion in outlook for companiesMusic: https://www.youtube.com/watch?v=epQ2B6Ef5fwVideography: Robert ParkerEditing: Ally Selby, Robert Parker Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).

Welcome to Stocktails, your latest excuse to shake (not stir) up your investment ideas. Ally Selby and Armina Rosenberg (aka “Arms”) join forces in a podcast that delivers a healthy dose of investment insights alongside some cocktail chaos. In each episode, we mix drinks, dissect stocks and try not to set the kitchen on fire.In this episode, we're taking a deep dive into the companies that are breaking the internet with TikTok-famous products. Take Pop Mart (HKG: 9992), for example, which has seen its share price skyrocket 589% over the last 12 months as Labubus (check out these fear-inducing monsters in the image below) became one of the scarcest resources on the planet. Or Samyang Foods (KRX: 003230), the creator of Buldak Ramen, which is up five times since late 2023 and is now Korea's biggest food and beverage stock by market cap. So, is there something in investing in companies with viral products? You'll have to watch this episode to find out. Timecodes0:00 - How to make a Pop Martini and a MINISO Mule 0:38 - Intro 2:02 - Why Minotaur is backing MINISO? 3:28 - Why MINISO was flagged by Taurient 4:24 - Why Minotaur is not invested in Pop Mart5:41 - How Labubus became a viral product7:08 - How the reseller market impacts demand and ultimately share prices8:31 - What is all the fuss about? Pop Mart unboxing 10:30 - Which is the better long-term bet right now?11:59 - Margin outlook for Pop Mart and MINISO 13:03 - MINISO unboxing 14:11 - Coverage, ownership, and what this means for Pop Mart and MINISO15:40 - Why we are bullish on the outlook for MINISO 16:56 - Can Pop Mart's trajectory continue? 18:11 - Other toy producers that could capitalise on the craze20:00 - Viral food brands and whether this is an opportunity21:46 - Is investing in viral companies a good strategy?Music: https://www.youtube.com/watch?v=CTezt1LbpMUVideography: Robert ParkerEditing: Ally Selby, Robert Parker Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).

Welcome to Stocktails, your latest excuse to shake (not stir) up your investment ideas. Join former finance journalist Ally Selby and Minotaur Capital portfolio manager Armina Rosenberg (aka “Arms”) on their mission to make finance fun, approachable, and a little bit spicy.In each episode, we'll dive into the market’s hottest themes and try our hand at some mixology magic. In this episode, we're talking all about the world's obsession with weight loss drugs - the likes of GLP-1 injectables like Ozempic, Wegovy, and Mounjaro. If it feels like everyone is talking about GLP-1s, it’s because nearly 20 million people globally are now using them (that’s almost the population of Australia). Morgan Stanley thinks that number will hit 150 million by 2030, as the obesity drug market balloons towards a $150 billion opportunity.Novo Nordisk and Eli Lilly have so far been the main ways for investors to play the theme, with Novo inventing semaglutide (Ozempic/Wegovy) and turning Denmark into the toast of the pharma world. Then, Eli Lilly’s tirzepatide (Mounjaro/Zepbound) demonstrated it could produce better weight loss results and fewer side effects. Both were on a roll, with their share prices pushing eye-wateringly higher, before supply woes, generic competition, and pricing pressure started to heat up. Over the last 12 months, Novo Nordisk's share price has fallen 56%, while Eli Lilly is down around 15%. So, how should you invest in the world's growing obsession with weight loss?  You'll find out in this episode of Stocktails. Note: This video was recorded on 21 June 2025. Music:  https://www.youtube.com/watch?v=CTezt1LbpMUVideography: Robert ParkerEditing: Ally Selby, Robert Parker Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).