"My second favourite company on the show today... AVA ticks a lot of boxes for us, not just growing cyclically but also structurally with internet of things." Owen Raszkiewicz

Julia Lee from Burman Invest and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: VEA, CWY, PNV, DCC, BOQ, AVA, 3DP, RFF, CCV, ICT. The stock of the day is Crown Resorts (CWN).

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