Not the July reporting video the title suggests.

Good to hear your thoughts, maybe have one speak at a time.

Great summary - thanks guys

Hey dad

I spoke with Thomas Albert Jnr and he said buy sugar futures. The way cup cake prices are going it's a good idea!

BHP will pay a 11% dividend and two rolls of garlic bread this FY

I saw 3 ducks on a lake this morning!

WES noted in the report that cat food is selling well, but garlic bread not so much

Inflation still high, went to buys eggs to make a birthday cake for my pet lizard and everything getting more expensive. I'm long a leveraged short ETF

I'm bullish on equities, the model train market is going gangbusters, good sign of consumer confidence

You should have a investor conference in philip island Victoria

Do you think inflation will make cup cakes more expensive?

I like garlic bread

Yep, US Market relaxed about rate rises. Fast forward 24 hours and the NASDAQ -2.5%.

WES … except for the Homebase debacle in the UK

Ben, do you think growth stocks are in a massive bubble right now? The multiples expansion has been eye watering. I understand you're a growth investor so keen to hear your thoughts.

hozzc vun.fyi

3xk vun.fyi

I listened in to that earnings call from CSL where the analyst asked about the second half. The CFO did explain that the flu vaccine business was seasonal and will lose money in the second half. You are right though Ben, this company has a history of under promising and over delivering.

Really like the change in intro. Feels more fresh and inviting than before. Really enjoy hearing your insights Jeremy/Ben. Keep it up!

Always good to listen to people who know what they are talking about.

Keep up the great work Jeremy and Ben. Terrific team and quality, trusted service provider

Great work fellas

Sound quality is pretty bad.. :(

Thanks for the update, sound quality was a bit dodgy compared to previous videos, you might need to look at that.

At 11:24, appreciate your points on Seek (SEK), but 5 year total shareholder return (avg annual rate) is only 3.2%. This is a long time for very little reward, opportunity cost in owning these shares has been high.

Very interesting, thanks for the presentation. I noticed the ASX stock code "GOVT" hit a 52-week high recently, I guess this corresponds to your bond chart.

Great video keep em coming 👍🏼

thanks guys,I always enjoy your opinions and advice...

👍🏼

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Keep these videos coming

I like Ben Clark. I'd turn gay for him.

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More videos like this please !

Hi Jeremy and Ben, Has been enjoying your high quality discussions. Keep up the great posts! Cheers!

Thanks for the update

Thanks for the information, i like how you talk about specific stocks and how the are doing. I just bought my first small amount of stocks the other day and am looking for good weekly or monthly videos to help keep me up to date and point me in the right direction.