TIP Group (ASX): Andrew Coleman on Compounding, Private Equity & Patient Capital
TIP Group CEO and Co-Founder Andrew Coleman joins Homodeus Research to discuss the company's long-term compounding philosophy, private equity strategy, capital allocation, AI, active versus passive investing and why TIP aims to build wealth by thinking in decades rather than quarters.
8 Oct 2026
Trajan (ASX): Stephen Tomisich on Earnings Recovery, AI & Healthcare
Trajan (ASX) co-founder and CEO Stephen Tomisich joins Wei Sim to discuss the company’s FY27 earnings recovery, cash generation, debt reduction and margin opportunities, alongside laboratory automation, AI, drug-discovery software and blood microsampling.
1 Oct 2026
Advanced Engineered Materials (ASX): Richard Seville & Mick Adams on HPA, AI & Semiconductors
Advanced Engineered Materials Executive Chair Richard Seville and CEO & Managing Director Mick Adams join Homodeus Research to discuss high-purity alumina, growing demand from AI and semiconductors, AEM's low-cost Quebec production base, its customer qualification pipeline and plans to scale production.
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