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CO/nversations

Co/nversations with Australian Investors

April 15, 2022 Co/Investor Club Season 1 Episode 8
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We’re taking the podcast global! Join hosts Alec Brunelle and Sam DiFiore in their Co/nversation with three impressive Australian investors. 

  Mark Tobin – Founder of Coffee Microcaps 

Josh Baker – Portfolio Manager at Capital H Management

 Luke Winchester – Founder of  Merewether Capital

Mark, Josh, and Luke discuss the Australian stock exchange, differences in managing personal and professional portfolios, how they source new ideas and more!

9:12
How have hardships/shortcomings made you a better investor?
14:12
What are some of the differences between managing personal and professional portfolios?
23:50
Do you primarily invest in only the Australian exchange?
34:10
How do you recommend that U.S. investors get rid of “home country bias” and get excited about turning over new stones in the Australian market or other sectors?
42:52
How do you source new ideas?
52:24
Regarding price sensitive news, do you perform technical analysis of any sort?