On the Couch
Marcus Padley and Henry Jennings sit down with fund managers, CEOs, investors, and industry professionals to discuss markets, strategy, risk, and decision-making.
Long-form conversations focused on how experienced investors think – through cycles, volatility, and changing conditions.
No sales pitch. Just insight.
On the Couch
The Five-Minute Pitch: SGH | 14 February
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A new weekly podcast highlighting one stock or idea in just five minutes.
This short episode breaks down a high-conviction idea, covering the pros and cons - all in about five minutes.
This week, Henry Jennings looks at SGH. Despite its recent run, there's still more to go as the Boral turnaround gains momentum. Strong management and solid mining services exposure make it one to watch.
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