Season 1, Episode 36
Listed Investing Companies
This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.
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Bill Liao was one of Australia’s original tech entrepreneurs. Today he’s a Partner at SOS Ventures in Ireland where it manages their investments in life science startups. He’s also a passionate social entrepreneur who has founded a number of important charities. We invited him on to chat about how a VC values a tech startup.
This week we talk about why volatility and risk are not the same thing and why we embrace volatility in our portfolio. We also discuss how the ATO treats “investors” versus “traders”, the HAW dividend / capital return, and more!