"[KME] stands to benefit from two years of disrupted learning" - Luke Winchester

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: WSP, AX1, SYM, KME, AMX, BEX, IBX, IDZ, NCC, A2M. Stock of the day is James Hardie Industries (JHX).

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