Investor Desk https://validator.w3.org/feed/docs/rss2.html Vijay Raj – Portfolio Manager Investment Philosophy Stock Research VLog ARB retained a strong balance sheet with cash reserves of $52.7m and no debt at FY22-end JB Hi-Fi Ltd (JBH) delivered a very “JBH” type FY22 which highlighted solid performance in the key segments of JBH Australia and The Good Guys Beach Energy Ltd’s (BPT) share price underwhelmed on the day the Company reported FY22 results, presumably over lower production achieved and higher costs TPW is well positioned to benefit from the structural tailwind behind the migration of offline to online sales USA Market – 12 July 2023 Australian Market – 12 July 2023 USA Market – 03 July 2023 USA Market – 04 July 2023 USA Market – 05 July 2023 USA Market – 06 July 2023 USA Market – 10 July 2023 USA Market – 11 July 2023 Morning Report Global Markets – 03 July 2023 Morning Report Global Markets – 04 July 2023 Morning Report Global Markets – 10 July 2023 Morning Report Global Markets – 11 July 2023 Australian Market – 03 July 2023 portal-dashboard Analyst videos Australian Core Performance India High Growth Income Maximiser Growth ESG Sustainable Balanced Conservative Income Cash Capital Stable Stock Talks Megaport Is Making Significant Strides Toward Profitability Without Sacrificing Sales Growth Magellan Global Fund Open Class: Investment process focuses on high quality, liquid companies Sonic Healthcare’s share price strongly appreciated on the day of its 1H23 results announcement IPO Global Investing Home Contact About Us Cochlear Ltd (COH) reported strong 1H22 Results PPT delivered strong earnings growth for 1H22; Positive momentum in all of its divisions going and scaling globally Bapcor Ltd: Likely to Deliver Pro Forma Earnings In FY22 Invocare ltd operating revenue was up 11% to $527.1m with acquisitions executed in 2H20 contributing $26.7m BEN achieved its third consecutive half of positive jaws and sixth consecutive half of residential lending IEL successfully integrated its acquisition of the British Council’s Indian IELTS operations The Star Entertainment Group Limited, an integrated resort company, provides gaming, entertainment, and hospitality services in Australia BWP reported as expected and in line FY22 results, as usual, BWP’s total income of $153.3m, was up 0.7% on pcp ORA’s FY22 results came in above expectations, with underlying NPAT up +19.4% YoY CSL was able to grow plasma collections significantly, albeit at a higher cost, with collections up by 24% IPO FAQ