WaveStone: On Our Wavelength

About WaveStone: On Our Wavelength

The WaveStone team provides useful information, the latest news on Australian equities and updates relating to WaveStone Capital.

Publisher

WaveStone Capital

Category

news

Language

en

Explicit

No

First episode

12 Sept 2022

Latest episode

16 Oct 2024

Latest episodes

6 episodes in the feed.

1. 

   16 Oct 2024

   Successful active investing requires a deeper level of insight

   WaveStone Deputy Portfolio Managers Kirsty Mackay-Fisher and Anthony Tan discuss insights from their U.S. research trips, covering healthcare, technology, logistics, and gaming sectors to inform investment decisions in this interview episode.

2. 

   15 Sept 2023

   The most interesting reporting season since the GFC

   Raaz Bhuyan and Kirsty Mckay-Fisher analyze the recent earnings season, emphasizing management quality and the effects of rising interest rates on investment strategies.

3. 

   11 May 2023

   Lithium as a trending topic, but is it a good investment ?

   Raaz Bhuyan and Luke Nelson from WaveStone Capital discuss lithium's investment potential amid decarbonization, explaining their capital allocation strategies for both established and emerging resource companies in this interview.

4. 

   2 Feb 2023

   China’s reopening presents opportunities for investors

   Raaz Bhuyan, Principal and Portfolio Manager, discusses China's reopening and the resulting investment opportunities, particularly for China-linked revenues, in this interview episode.

5. 

   30 Oct 2022

   Insights from abroad

   Henry Hill and Kirsty Mackay-Fisher from WaveStone Capital share insights on inflation and consumer slowdown impacts observed during their Northern Hemisphere company visits, offering an outlook on the Australian share market.

6. 

   12 Sept 2022

   The theme of August’s reporting season was the resilience of the consumer, this will be tested in the months to come

   Catherine Allfrey and Raaz Bhuyan from WaveStone Capital analyze the recent reporting season, highlighting the resilience of consumer spending amid rising inflation and costs, while identifying companies most and least impacted by economic pressures.

Who has been a guest on WaveStone: On Our Wavelength

Names identified in recent episode analyses. Showing up to five guests.

• Kirsty Mackay-Fisher
• Anthony Tan
• Henry Hill
• Catherine Allfrey

Contact WaveStone: On Our Wavelength

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.