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Spin offs, bids, US housing and more
Manage episode 228433633 series 2489694
Join InvestSMART portfolio managers Nathan Bell and Alex Hughes, as they explain why Wesfarmers and Coles isn't the typical spin off opportunity; why Thorn Group is not a high quality business but could be a great opportunity; why there's reason to be bullish on US housing; and why a bid for portfolio holding Trade Me might not be good news.
See omnystudio.com/listener for privacy information.
21 эпизодов
Manage episode 228433633 series 2489694
Join InvestSMART portfolio managers Nathan Bell and Alex Hughes, as they explain why Wesfarmers and Coles isn't the typical spin off opportunity; why Thorn Group is not a high quality business but could be a great opportunity; why there's reason to be bullish on US housing; and why a bid for portfolio holding Trade Me might not be good news.
See omnystudio.com/listener for privacy information.
21 эпизодов
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