Equity Mates Investing Podcast cover image

Why Ramsay is just the tip of the iceberg & Netflix headlines early results from US earnings season

Equity Mates Investing Podcast

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The Ramsey Story Is the Story of the Moment

The ramsey story is the story of the moment, but there's a bigger story at play here. There's massive poles of capital that need to find a home, and many of them are finding a home in australia. The last one is a company that i've spoken about a lot, that i worked with, clean away. They're looking a bit e vulnerable. A band capital we're interested in buying them out, but it looks like that deal has lost momentum. But again, tie's been kicked.

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