THE LONG AND THE SHORT OF IT: AI giants, Jarden’s rumblings and AoFrio’s initiatives
Paul McBeth and Oliver Mander opine on marketland.
The Bottom Line’s Paul McBeth and New Zealand Shareholders’ Association chief executive Oliver Mander return with The Long and the Short of It, where they discuss the latest goings-on in marketland.
This week, Oliver dives into the flurry of AI news from Nvidia’s latest stonking result, to OpenAI’s accelerated plans to go public to Anthropic’s dalliance with profitability.
He explores Jarden’s latest shake-up, which might pave the way for a broader reordering of the local wealth management and investment banking sectors, and analyses AoFrio’s board backing a faster path to growth.
Plus, he reflects on his latest work finding a bit of divergence among some of the larger KiwiSaver providers.
Paul has positive cash flow on his mind.
Or listen to it on Spotify here.
You can watch the episode in parts too:
- Tower
- Interest rates and inflation
- Jarden
- AoFrio
- Air New Zealand and Infratil
Image from Curious News.
Disclosure: Paul McBeth has owned shares of Tower since January 2024 and had his KiwiSaver managed by Milford Asset Management since 2014. Oliver Mander owns shares of Tower, My Food Bag and AoFrio. Mander oversees investment trusts that have a relationship with FirstCape’s JBWere.
