Invest it Best

Building Silk Laser Clinics with co-founder and CEO Martin Perelman

This episode of the Invest it Best podcast host Ted Richards speaks with Silk Laser Clinics (ASX: SLA)  co-founder and CEO, Martin Perelman. They discuss the following;

• Martins unique background: from a scholarship in the US playing golf to moving into the Swiss watch industry
• How he and his friends came across the Laser hair removal business idea
• Opening the first store in Adelaide and growing it to well over 100 stores
• Diversifying into new services and the five pillars Silk Laser now provide
• How Silk Laser has navigated COVID (both positively and negatively)
• Taking the company public with an IPO

 

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The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.

 WILSONS Financial Services Guide (FSG) can be found here

 

A look inside tech valuations and 3 investment ideas

This episode of the Invest it Best podcast host Ted Richards speaks with WILSONS Equity Research Analyst Ross Barrows. They discuss the following;

- What the Bessemer Cloud 100  list is
- Why cloud businesses can be attractive investments
- The Australian companies that made the list
- Which sectors dominate the list
- 3 ASX listed tech companies relative to the Cloud 100

 

https://www.wilsonsadvisory.com.au/research-and-insights

To stay up to date with WILSONS on LinkedIn

The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.

 WILSONS Financial Services Guide (FSG) can be found here

Inflation, taper tantrums and equity valuations

This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at WILSONS. We discuss the following;

• The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open
• What occurred overseas when economies reopened overseas
• What is entailed when central banks taper
• Risks to tapering, including a potential 'taper tantrum'
• How the CPI figure of inflation is derived
• What long term bond yields can tell us the direction of interest rates in the future
• Modern Monetary Theory (MMT)

David's research on QE, Tapering and Zero Cash Rates discussed in the episode can be found here

https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa

To stay up to date with WILSONS on LinkedIn

The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.

 WILSONS Financial Services Guide (FSG) can be found here

Surviving Delta’s Force (ASX Reporting Season update)

This episode we hear from John Lockton, part of the Investment Strategy Group at Wilsons to review the latest ASX reporting season. We discuss the following;

• Companies impacted by the current operating environment
• The winners from lockdown
• Companies that continued post strong growth despite the difficult operating environment

John's research on the ASX reporting season can be found here.

The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.

 WILSONS Financial Services Guide (FSG) can be found here

 

 

The Case for Private Equity

Private equity funds (both domestic and global) have historically yielded better long-term returns than public equities (on average). As a result, many of the world's most sophisticated institutional and high net worth investors have included private equity in their asset allocation mix in recent decades.

In this episode, we hear from David Cassidy, Head of Investment Strategy at WILSONS who outlines the case for private equity, including:

• Different strategies within private equity?
• Why invest in private equity?
• What makes private equity so successful?
• Challenges facing private equity investors?
• Why invest in private equity today?
• How to position private equity in a portfolio

David's research on private equity can be found here

David's research on 'growth vs value' can be found here

Click here to stay up to date with WILSONS on LinkedIn

The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.

 WILSONS Financial Services Guide (FSG) can be found here

Invest it Best - An introduction

'Invest it Best' is a new fortnightly investing podcast where you will hear from expert financial analysts and fund managers. The show will provide you with detailed insight to their views on the market, what they're looking at, and importantly why that matters. 'Invest it Best' is proudly brought to you by WILSONS - one of Australia's leading financial advisory firms.