Shared Lunch

Quick bite: Infratil on concentration risk & AI


Listen Later

In this quick bite Jason Boyes from Infratil talks to some tough questions—share price drops, DeepSeek and CDC’s weight in the portfolio. Plus, hear about the importance of clear comms and site visits, and why he's staying patient on AI—even if investors want their Christmas presents early.

This quick bite is from our previous episode 'How much runway does Infratil have?'

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Shared LunchBy Sharesies

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like Shared Lunch

View all
Gone By Lunchtime by The Spinoff

Gone By Lunchtime

26 Listeners

The Mike Hosking Breakfast by Newstalk ZB

The Mike Hosking Breakfast

58 Listeners

The Front Page by NZ Herald

The Front Page

17 Listeners

The Detail by RNZ

The Detail

53 Listeners

The Property Academy Podcast by Opes Partners

The Property Academy Podcast

28 Listeners

Between Two Beers Podcast by Steven Holloway & Seamus Marten

Between Two Beers Podcast

92 Listeners

Kiwi Yarns by Stuff | Brodie Kane Media

Kiwi Yarns

18 Listeners

Friends That Invest by Friends That Invest

Friends That Invest

284 Listeners

When the Facts Change by The Spinoff

When the Facts Change

16 Listeners

The Curve by The Curve Platform

The Curve

17 Listeners

Keep The Change by nextAdvisory

Keep The Change

12 Listeners

The Dom Harvey Podcast by Dom Harvey

The Dom Harvey Podcast

78 Listeners

30 with Guyon Espiner by RNZ

30 with Guyon Espiner

13 Listeners

Sportscafe by Sportscafe Media x iHeartRadio NZ

Sportscafe

20 Listeners

Making Cents by Frances Cook

Making Cents

13 Listeners