Leyland In The Media https://d3ocr0urz6zrlt.cloudfront.net/7dd3af5c-0851-4a92-ba00-ed826290e509/vimondio_video_1920x1080_10000.mp4 Reporting seasons 'slightly underperforming expectations' https://d3ocr0urz6zrlt.cloudfront.net/05a41540-5850-472d-a048-4056ed01468d/vimondio_video_1920x1080_10000.mp4 Why you should buy 'one-off' bad news https://d3ocr0urz6zrlt.cloudfront.net/a740d0a4-3535-4059-be8b-3b014806a1c0/vimondio_video_1920x1080_10000.mp4 Two stocks for long-term investors https://d3ocr0urz6zrlt.cloudfront.net/639006f5-d1d6-460a-9774-02e0b6dfa013/vimondio_video_1920x1080_10000.mp4 Three opportunistic stock picks that 'don't come around very often' https://d3ocr0urz6zrlt.cloudfront.net/0043c3ed-10e4-483c-b2e0-21b19c670544/vimondio_video_1920x1080_10000.mp4 Three stocks to buy and hold for the long run https://d3ocr0urz6zrlt.cloudfront.net/844c0e88-a25b-4b04-9841-ea10c89aec76/vimondio_video_1920x1080_10000.mp4 Forecasting is fraught with danger https://d3ocr0urz6zrlt.cloudfront.net/a1f77280-cabc-43d0-a009-75f3fb006284/vimondio_video_1920x1080_10000.mp4 Earnings forecasts may need to be tempered in 2023 https://d3ocr0urz6zrlt.cloudfront.net/1495e2c0-1f14-469e-90a8-391b6403346c/vimondio_video_1920x1080_10000.mp4 Three sold-off stocks Buffett may want to buy https://d3ocr0urz6zrlt.cloudfront.net/e2087fe5-9250-429f-82c0-a0733366e607/vimondio_video_1920x1080_10000.mp4 How reliable are RBA forecasts https://d3ocr0urz6zrlt.cloudfront.net/04182041-d915-4760-8bdd-82de08c1f8fe/vimondio_video_1920x1080_10000.mp4 Six boring 'buys' https://d3ocr0urz6zrlt.cloudfront.net/29a8f822-0025-4457-a209-ca36d5607ce5/vimondio_video_1920x1080_10000.mp4 What to do in markets when a war breaks out | Strategy Session https://d3ocr0urz6zrlt.cloudfront.net/ba620b6c-cee9-4204-b4ba-279063d8ed52/vimondio_video_1920x1080_10000.mp4 Takeover tussle continues for Uniti https://d3ocr0urz6zrlt.cloudfront.net/f4009ebd-aad1-4060-a566-5407595a94f0/vimondio_video_1920x1080_10000.mp4 Three buys for worrying times https://d3ocr0urz6zrlt.cloudfront.net/19aaa210-7880-4847-a0ec-ffdb110b303d/vimondio_video_1920x1080_10000.mp4 FOMC rate hikes a total "yawn fest" https://d3ocr0urz6zrlt.cloudfront.net/a1801fe9-6291-40fb-b316-9f0e70f8dfd0/vimondio_video_1920x1080_10000.mp4 CSL a price maker not a price taker https://d3ocr0urz6zrlt.cloudfront.net/0508921f-20e3-48c4-9d50-eb4fd3d201fe/vimondio_video_1920x1080_10000.mp4 Shop 'til your shares drop https://d3ocr0urz6zrlt.cloudfront.net/01b96c72-0167-497f-9805-93f92d6099e5/vimondio_video_1920x1080_10000.mp4 Central banks are verging on negligence https://d3ocr0urz6zrlt.cloudfront.net/95b24900-0661-492a-9d0d-b702a3000c81/vimondio_video_1920x1080_10000.mp4 Energy price shock supports old school energy stocks https://d3ocr0urz6zrlt.cloudfront.net/778f3398-0ed1-454e-8a02-0a73e0203e7a/vimondio_video_1920x1080_10000.mp4 Playside and Camplify by Alex Leyland, the Holiday Investor https://d3ocr0urz6zrlt.cloudfront.net/7d0142f0-8784-45d4-b029-16e88a03cec8/vimondio_video_1920x1080_10000.mp4 Okay, things are expensive, but yes there is still rich value to be had https://d3ocr0urz6zrlt.cloudfront.net/b32cb28f-05c1-4543-bc07-bf01e8e01037/vimondio_video_1280x720_2000.mp4 The market according to Kiefer; ley of the land ahead of earnings boom https://d3ocr0urz6zrlt.cloudfront.net/d9914a0e-07b8-4464-8e05-7a2f5a30c0ab/vimondio_video_1280x720_2000.mp4 Closing in on Mount M&A? Here's some peak targets to consider https://d3ocr0urz6zrlt.cloudfront.net/718e1cec-0893-4942-ae01-71cbe190aac5/vimondio_video_1280x720_2000.mp4 Dividends vs future growth; the August reporting season quandary https://d3ocr0urz6zrlt.cloudfront.net/66e16d73-05e6-4cb8-ac07-2d33a660c033/vimondio_video_1920x1080_10000.mp4 Watermelon sugar high; Peter Cohen sees plenty of cash to come https://d3ocr0urz6zrlt.cloudfront.net/73cd1ed0-01c0-4d77-8a0d-fde86750dba2/vimondio_video_1280x720_2000.mp4 David: how about these up and down markets? Charles: that is what markets do Scutty https://d3ocr0urz6zrlt.cloudfront.net/05fd0391-0348-4bfc-9d07-5fbf3f6031d7/vimondio_video_1280x720_2000.mp4 Buy the monopolies; why Alex Leyland is bullish on Telstra and Uniti Group https://d3ocr0urz6zrlt.cloudfront.net/4d8c78f4-0fc7-4ebb-8804-93dd450051c9/vimondio_video_1280x720_2000.mp4 Taking a bet on a demerger; who holds all the Tabcorp cards https://d3ocr0urz6zrlt.cloudfront.net/832098b7-9975-4052-b6aa-8e08fb294340/vimondio_video_1280x720_2000.mp4 The manual to special situation investing https://d3ocr0urz6zrlt.cloudfront.net/c2db0f23-566f-430d-9605-1bc08b24c28a/vimondio_video_1280x720_2000.mp4 Resuscitating a healthy patient; Frydo's budget for the wrong economy https://d3ocr0urz6zrlt.cloudfront.net/00750506-e3cd-440e-8106-4df06e09a13c/vimondio_video_1280x720_2000.mp4 Want to cash in on the iron ore trade? Listen to this https://d3ocr0urz6zrlt.cloudfront.net/b4ac1560-08ff-487e-be08-e1f98510c426/vimondio_video_1280x720_2000.mp4 Meet the BNPL called CBA https://d3ocr0urz6zrlt.cloudfront.net/3f567990-0f36-40a9-b908-bddb364064bd/vimondio_video_1280x720_2000.mp4 There's upside for reporting season losers https://d3ocr0urz6zrlt.cloudfront.net/c836a893-068d-40ac-b50c-db583080e860/vimondio_video_1280x720_2000.mp4 Leyland: two assets we can't help but adore https://d3ocr0urz6zrlt.cloudfront.net/cf1f0170-1b58-440f-85bc-5e709fd545bc/vimondio_video_1280x720_2000.mp4 Leyland Private Asset Management's Tom Madden says all power to Nick Scali and Sydney airport. https://d3ocr0urz6zrlt.cloudfront.net/31edaf28-08fb-46bf-9504-fa2775a0e88b/vimondio_video_1280x720_2000.mp4 Banks - a good way to get into a bad market https://d3ocr0urz6zrlt.cloudfront.net/c7045d09-dafd-4e3a-8694-b05c40df40e8/vimondio_video_1280x720_2000.mp4 Consumer sentiment and investment sentiment driving markets higher and higher https://d3ocr0urz6zrlt.cloudfront.net/316832a7-0fe6-4fe6-9903-829c09a05b2f/vimondio_video_1280x720_2000.mp4 CSR, AMCOR, PMV: Here’s whats making news and moving markets https://d3ocr0urz6zrlt.cloudfront.net/a6071315-54c0-45f4-8f26-505af1090403/vimondio_video_1280x720_2000.mp4 Qantas in strong monopolistic position, but cash burn stings https://d3ocr0urz6zrlt.cloudfront.net/540257f5-0293-4a8e-b50f-6d1facb05ba9/vimondio_video_1280x720_2000.mp4 Buy the miners, hold Caltex & sell the banks: market plays from Tom Madden Leyland Private Equity https://d3ocr0urz6zrlt.cloudfront.net/9b74f495-0d5b-4ce6-a30f-f42ab8108eaf/vimondio_video_1280x720_2000.mp4 NAB just raised a bunch of capital it just diluted. That's odd. https://d3ocr0urz6zrlt.cloudfront.net/a7ca332a-096e-42cc-9808-49f9638008c8/vimondio_video_1280x720_2000.mp4 Couche-Tard abandons Caltex bid as virus looms large over fuel sector Constrained supply is driving iron ore prices higher: Investor BHP Billiton is a ‘better provider’ than Rio Tinto: Portfolio manager Asset manager on Qantas: ‘They’ve got to go up today’ Crown vs Star: Which is the best bet?
