NAOS Asset Management

"We now have the world's only fully automated, end-to-end bricklaying solution, with a massive market waiting for it. We now begin the next exciting phase for the company as we execute our global commercialisation strategy to capitalise on the significant demand for our technology." Show More

NAOS Asset Management

"Now, data is interesting but we're not really interested in it... We look at others' loyalty programs and their big data schemes and we really question the true value that’s delivered to customers...What we'd rather do is keep our business simple, focus on what matters most to customers, because it’s... Show More

NAOS Asset Management

“I’m not particularly worried at the moment. Two years out is when I’m worried about. It’ll be more of a dollar crisis than a debt crisis, and I think it’ll be more of a political and social crisis” Ray Dalio, Founder, Bridgewater Associates Show More

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More

NAOS Asset Management

“Growth in Utilities in the short term will be dominated by wind and solar projects. They do dominate the pipeline. The immature solar supply chain presents the biggest challenge. Water, gas and power distribution will continue to grow, and we expect major investment in upgrading and extending the nation's transmission... Show More

NAOS Asset Management

"Overall we remain very optimistic about the long-term prospects of Australia. We are seeing GDP growth above trend. We have seen a continuing fall in unemployment. Inflation remains low. You look to the long-term prospects and of course there have been some big shifts in the economy over recent years,... Show More

NAOS Asset Management

“Every year between now and 2050 the global urban population will increase at twice the rate of the global population. This will mechanically result in an outdoor audience which will continue to grow” Jean-Francois Decaux, Co-CEO, JCDecaux Show More

NAOS Asset Management

"We're facing a perfect storm here in the Australian agricultural market, with the dry conditions leading to a poor winter crop, an over-supply of products and increased competition across our sector. The whole agricultural supply chain is feeling the impact of this year's extremely dry conditions” Greg Hunt, CEO, Nufarm Show More

NAOS Asset Management

“So much of investing these days considers only the short run that I think there’s great scope for superior active investors to make value-additive decisions concerning the long run” Howard Marks, Co-founder/Co-Chairman, Oaktree Asset Management Show More

NAOS Asset Management

As Baron Rothschild famously said, “buy when there’s blood in the streets.” Despite many investors being aware of this phrase, it is often ignored in practice as acting in this way during these times can feel counterintuitive. There are however, some interesting statistics from studies that support this philosophy, which... Show More

Hi Justin, it will be shortly (itunes are still processing the review before they can upload) in the meantime you can listen via Spotify or directly via the link in this post. Sorry about that.

On I did it my way: Michael Heine on building Netwealth -