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LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models

Australian Investors Podcast

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The Best Business Model on the ISX

The two themes, one maybe cyclical or maybe not and one structural for sure. It's got like a raid, a wave, one running a wave. One of the questions that I'd like to us is just given so much investing experience that you have, what would be the best business model on the ISX or restricted to that that you've come across? Because I'm hoping that our listeners and myself can go out there and look at these companies and see, well, what did he see? Why did he like it and how did it turn around? Yeah. The flutter has come from nowhere being a small mid-cap in the UK firm. And suddenly it's a

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