Simon (Mr. Beat Up)

Luke Laretive, an insightful investor and portfolio adviser, helps community member Sheridan refine her portfolio strategy. They discuss core-satellite investing, the impact of thematic bets, and the importance of maintaining a solid core. Simon (Mr. Beat Up) dives into WiseTech, examining its recent scandals and valuation concerns. He critically assesses its acquisition strategy and growth potential while raising red flags about governance and risks. The conversation explores whether WiseTech can rebound and sustain its competitive edge in the logistics software market.