Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Key picks in Automotive with Wilson Asset Management
Manage episode 264172054 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Australian automotive sector was one of the hardest hit during the depths of the COVID-19 crisis. But with lockdown easing and traffic returning, the outlook is improving. Oscar Oberg, Portfolio Manager at Wilson Asset Management, joins the EL&C Baillieu podcast to discuss his positive view on the automotive sector, including: • Why the average age of Australian vehicles is getting older and why this is a positive for aspects of the sector; • How domestic tourism could also provide a boost; and • Key stock picks AMA Group (AMA), Bapcor (BAP), Carsales.com (CAR) and Tourism Holdings (THL.NZ) – what they do and why he likes them. Also tune in to hear Oscar explain why Wilson Asset Management are constructive on the outlook for the Australian equity market.
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29 episodes
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Manage episode 264172054 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Australian automotive sector was one of the hardest hit during the depths of the COVID-19 crisis. But with lockdown easing and traffic returning, the outlook is improving. Oscar Oberg, Portfolio Manager at Wilson Asset Management, joins the EL&C Baillieu podcast to discuss his positive view on the automotive sector, including: • Why the average age of Australian vehicles is getting older and why this is a positive for aspects of the sector; • How domestic tourism could also provide a boost; and • Key stock picks AMA Group (AMA), Bapcor (BAP), Carsales.com (CAR) and Tourism Holdings (THL.NZ) – what they do and why he likes them. Also tune in to hear Oscar explain why Wilson Asset Management are constructive on the outlook for the Australian equity market.
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Similar to Ord Minnett Podcast
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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…
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Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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