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ASX Live Blog
Market Wraps
koda capital
Latest news and analysis on koda capital
Equities
March 31, 2026 14:32
Is SaaS dead? The structural shift in growth investing - Qiao
Ma
For investors trying to make sense of AI, software disruption, and shifting market leadership.
David Clark
Koda Capital
March 31, 2026 14:32
Funds
March 12, 2025 16:10
Mike Dorrell - From boarding school to a $100 billion empire
Host David Clark sits down with Mike Dorrell, founder and CEO of Stonepeak, a $100 billion infrastructure investment powerhouse.
David Clark
Koda Capital
March 12, 2025 16:10
Equities
March 19, 2024 10:17
Ozempic and beyond, inside the weight loss drug revolution
In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the...
David Clark
Koda Capital
March 19, 2024 10:17
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Equities
February 20, 2024 16:52
Phil King - Listening for opportunities
King shares insights into his approach, highlighting the importance of curiosity, and how to remain unaffected by market fluctuations.
David Clark
Koda Capital
February 20, 2024 16:52
Investment Theme
December 26, 2023 13:35
Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas
This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund.Rado explains...
David Clark
Koda Capital
December 26, 2023 13:35
Private Markets
December 12, 2023 08:52
Urs Wietlisbach - Private equity the new traditional asset class?
Urs Wietlisbach, co-founder of Partners Group, joins me in this podcast episode of "Inside the Rope".
David Clark
Koda Capital
December 12, 2023 08:52
Funds
November 14, 2023 10:35
Portfolio construction from an industry insider
In this instalment of Inside the Rope, David welcomes Jason Coggins, previous Head of Investment Research at Koda Capital. Jason delves into the nuances of building...
David Clark
Koda Capital
November 14, 2023 10:35
Property
October 03, 2023 09:05
Navigating Australia's real estate future
In this enlightening episode, guest Michael discusses the current state and future predictions for the Australian real estate and investment markets, highlighting the...
David Clark
Koda Capital
October 03, 2023 09:05
Private Markets
September 19, 2023 06:24
Justin Ryan - The real world of private equity
In this episode, David chats with Justin from Glow Capital Partners about the ins and outs of finance, private equity, and investment strategies. They navigate...
David Clark
Koda Capital
September 19, 2023 06:24
Private Markets
September 07, 2023 11:31
Michael Lukin - Sidestepping the J-Curve
In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward,...
David Clark
Koda Capital
September 07, 2023 11:31
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