"TCL is a best in class to run the toll roads... great business and a defensive stock," Jun Bei Liu

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: TCL, BRN, SKO, MFG, PWH, JHG, JHX, IAG, BAP, MVF. The stock of the day is Frontier Digital Ventures (FDV).

Hosted on Acast. See acast.com/privacy for more information.

More from The Call from ausbiz

  1. 59:32the call: Friday 26 AprilApr 26, 2024
  2. 01:05:19the call: Wednesday 24 AprilApr 24, 2024
  3. 59:30the call: Tuesday 23 AprilApr 23, 2024
  4. 01:00:26the call: Monday 22 AprilApr 22, 2024
  5. 55:04the call: Friday 19 AprilApr 19, 2024
  6. 52:49the call: Thursday 18 AprilApr 18, 2024
  7. 59:13the call: Wednesday 17 AprilApr 17, 2024
  8. 53:47the call: Tuesday 16 AprilApr 16, 2024
  9. 57:27the call: Monday 15 AprilApr 15, 2024
  10. 01:00:10the call: Friday 12 AprilApr 12, 2024