Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
Hosted on Acast. See acast.com/privacy for more information.
Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
Hosted on Acast. See acast.com/privacy for more information.
In this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green discuss recent stock picks from May this year, the dynamics of fund management, and the strategic implications of recent stock performance and financial movements as 2024 draws to a close.
ASX:GQG - Undervalued
- GQG as a company and its distinction between managing funds and the funds management business itself.
- GQG’s performance, including the challenges and resilience in light of accusations against Adani Group for corruption, affecting one of GQG's large holdings, currently 8%.
May Stock Picks Review
- Monash IVF
-- down 10-15%
-- macro hasn't been good for the industry, but Monash still outperforming the rest
-- still think it's a takeover target for private equity, everything looking to be heading in the right direction
- RPM Global
-- mining software
-- up 29% since May 1
-- top performer for Seneca Small Cap Fund, set up to be taken over, trade buy makes most sense
-- recurring revenue SAS
- GDC Global Data Centers
-- up 57% since May
-- Airtrunk stake delivered huge result
Luke's 2 Week Pics
- De Grey Mining -- Luke picked De Grey Mining 2 weeks ago, made 40% in 2 weeks.
- Vulcan - Volatile but still some gains made!
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
Hosted on Acast. See acast.com/privacy for more information.
