

Pull apart: EML Payments (ASX:EML) & Catapult Group (ASX: CAT), with Steve Johnson from Forager
Dec 16, 2024
Steve Johnson, Founder and Chief Investment Officer of Forager Funds Management, shares his insightful analysis of EML Payments and Catapult Group. He discusses EML’s innovative approach to digital transactions amidst challenges and explores Catapult's potential growth in sports tech. Johnson delves into the impacts of leadership changes, market dynamics, and evolving investment strategies in today's climate. His honest perspective on navigating risks and opportunities highlights the importance of thoughtful investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
In-Depth Analysis of Catapult and EML Payments
02:51 • 3min
Navigating Challenges in Sports Tech
05:31 • 20min
Understanding EML Payments: A Digital Infrastructure for Controlled Transactions
25:30 • 2min
Navigating Turnarounds in Payment Technology
27:26 • 14min
Navigating Revenue Streams and Investment Opportunities in a Changing Market
41:48 • 3min
Exploring Investment Strategies and Company Insights
44:55 • 4min