Expert: Joe Wright – Three ways to invest in resources

Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.

Expert: Joe Wright – Three ways to invest in resources

April 12, 2024
Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.
Read Transcript

In a recent episode of the Equity Mates podcast, Bryce and Ren sit down with Senior Equities Analyst Joe Wright of Airlie Funds Management to dive deep into the resources sector, including how Airlie analyses a company before investing. 

Disclaimer: This material has been prepared by Equity Mates, published on 12 April 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

In a recent episode of the Equity Mates podcast, Bryce and Ren sit down with Senior Equities Analyst Joe Wright of Airlie Funds Management to dive deep into the resources sector, including how Airlie analyses a company before investing. 

Disclaimer: This material has been prepared by Equity Mates, published on 12 April 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

Disclaimer: This material has been prepared by Equity Mates, published on Apr 12, 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

facebook
linkedin
All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
January 19, 2022

Livewire: Jun Bei Liu's extraordinary journey

Former Conference Manager Jun Bei Liu is featured in an episode of Success and More Interesting Stuff. The episode explores how she worked her way up the ranks from humble beginnings to managing close to $1 billion for Tribeca.

Read More
January 8, 2022

Tech Sell Off, Bubble Comparisons, China | In the Know with Cathie Wood

In the latest episode of "In the Know", Former Conference Manager, Cathie Wood of ARK Invest weighs in on the tech sell off, innovation stocks, China, the tech & telecom bubble.

Read More
December 3, 2021

Regal Funds founder Phil King’s short share tips

An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

Read More
October 29, 2021

Manager Meetings: Hamish Corlett

Hamish Corlett, Co-Founder of TDM Growth Partners shares the TDM story going from $1m FUM to over $2b today on the Manager Meetings podcast.

Read More
September 15, 2021

Stock Story: Hello Fresh

Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.

Read More
September 1, 2021

Munro Partners on climate change

Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".

Read More
August 29, 2021

Jun Bei Liu shares key learnings from reporting season

In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.

Read More
June 25, 2021

Paradice funds chase emerging markets growth

Learn about Paradice’s emerging markets investment strategy which focusses on marco thematics, isolating domestic demand opportunities and the rationale behind why more than a third of the portfolio is weighted towards China.

Read More
June 22, 2021

Invest like the Best Podcast: Howard Marks

Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more.

Read More
April 30, 2021

Talk Ya Book: Marcus Guzzardi

Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.

Read More
April 26, 2021

Talk Ya Book: Phil King, Regal Funds

Phil King shares his case for Australian telecommunications provider Spirit Technology Solutions, and outlines the broadening of the company's product range through strategic acquisitions, the importance of having expertise within cyber security and more.

Read More
February 1, 2021

David Paradice ‘comfortable’ missing out on GameStop share surge

His firm may have missed out on a potential billion-dollar position, or even payday, from the GameStop phenomenon, but David Paradice insists he’s “sleeping very comfortably at night”.

Read More
January 15, 2021

Magellan's Douglass sticks with China tech

Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.

Read More
December 29, 2020

Podcast: Paradice's key to unlocking small caps

Core Fund Manager, David Paradice discusses his investment journey, crucial lessons he's learnt and how he once enjoyed a laugh with the Queen of England!

Read More
November 8, 2020

Personality the key in picking winning stocks: Qiao Ma

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

Read More