Strawman’s Andrew Page joins Owen Rask on this ASX Reporting Season episode of The Australian Investors Podcast to talk about results from Pro Medicus Ltd (ASX: PME), Commonwealth Bank of Australia (ASX: CBA) and Seek Ltd (ASX: SEK).
Andrew also rants about his property journey and dives into two ASX companies he really likes: Catapult Group International Ltd (ASX: CAT) and XRF Scientific Ltd (ASX: XRF).
Don’t forget: Strawman is open until Monday night! Join Strawman here (this is not an affiliate link, just an FYI).
Topics covered with Andrew Page
- Andrew Page’s Sydney property journey
- How the Strawman investment club works
- Andrew’s tips for preparing for ASX Reporting Season
- Pro Medicus (ASX: PME) results
- Results from Seek Ltd (ASX: SEK)
- Commonwealth Bank’s (ASX: CBA) annual report (and why Andrew has serious concerns about valuation)
- The opportunity in Catapult Group (ASX: CAT) and… a dead cat bounce?
- A cyclical business, sure, but XRF is a hidden gem (last 5 minutes of the show)