The team investigates five of the best quality businesses on the market – that didn't make our Top 10 list.

3:47 – Reece (REH)
10:33 – Tabcorp (TAH)
22:45 – Ramsay Health Care (RHC)
31:37 – Goodman Group (GMG)
38:47 – James Hardie (JHX)

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Join the team as they farewell Mickey, recall lessons learned and discuss how our styles have changed.

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0:55 – IMF and how the industry evolved
5:35 – Economics of the funding
7:48 – Andrew's background
10:21 – Diversification opportunities
14:08 – Merger with Omni Bridgeway
19:33 –What the business looks like
23:37 – Case selection and scalability
28:00 – Competition
29:58 – Perception and regulation
34:35 – Funds under management
38:09 –  M&A opportunities
40:07 –  Accounting
45:29 – Business outlook

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The team provides an update on API, asks whether oil is the new coal, and investigates a new stock, Medical Developments.

00:37 Australian Pharmaceutical Industries (API)
14:17 Karoon Energy (KAR) and Woodside Petroleum (WPL)
32:05 Medical Developments International (MVP)

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Join the team as they discuss highlights from reporting season 2021. In between company talk, we discuss the importance of management haircuts, reading the vibe and Mickey's dog.

01:55 – Altium (ALU)
23:23 – Aussie Broadband (ABL)
40:24 – Commonwealth Bank (CBA)
54:32 – Audinate (AD8)
1:01 – BHP Group (BHP)
1:08 – Australian Ethical (AEF)

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Join the team as they explain why we're buying two previously lousy businesses and how Credit Corp continues to beat its peers.

03:04 – Lendlease (LLC)
22:02 – Karoon Energy (KAR)
42:21 – Credit Corp (CCP)

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Join the team as they discuss the disfunction at Crown, the mispricing in coal and an intriguing idea in Genex.

01:44 – Crown Resorts (CWN)
20:12 – Whitehaven Coal (WHC)
37:21 – Genex Power (GNX)

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Join the team as they discuss the takeover offer for Sydney Airport, debate over EML and whine about Telstra. 

01:20 – Sydney Airport (SYD) 
18:34 – Tabcorp (TAH)
22:26 – EML Payments (EML)
43:46 – Telstra (TLS)

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Join the team as they explain how CSL works, why we sold AMA and discuss the Woolies split.

01:17 – Woolworths (WOW)
20:31 – CSL (CSL)
43:14 – AMA Group (AMA)

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Join the team as they discuss Tabcorp, revisit gold and lament continued interest in crypto.

00:35 – Tabcorp (TAH)
14:19 – Gold miners and Evolution Mining (EVN)
34:37 – Cryptocurrency madness
40:31 – Vista Group (VGL)

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