In today’s episode, we invited on Dave Franklyn of Argonaut Funds Management.
We thoroughly enjoyed this conversation, which traversed many topics, including how to make sense of the macro environment, why Dave never compromises on stock quality, how he positions in times of uncertainty, the lessons he’s learnt along his investment journey and his thoughts on a host of individual stocks.
We hope you enjoy the chat.
Chapters:
(0:00:00) Introduction
(0:00:44) Dave Franklyn back on MoM
(0:01:25) The Trade War
(0:03:32) China's catch-22
(0:05:15) Australia precarious position
(0:08:00) Why gold
(0:09:34) Are tariff's paused… or gone
(0:11:20) Safety in cash
(0:16:10) Don't compromise on quality
(0:21:18) Jurisdictional risk
(0:24:35) Why NexGen
(0:26:43) Canada moving in a better direction?
(0:28:30) Greatland - Still cheap?
(0:33:20) What's going to happen to Bellevue
(0:36:20) The sweet spot for MAC
(0:38:25) Develop Mining Services
(0:40:01) Lessons on the Lassonde Curve
(0:45:05) Why no Sandfire?
(0:49:15) Value in rare earths
(11:39:26) Biggest mistake
(12:39:26) Best call
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