Double or Nothing #2: Qantas, NVDA, Farfetch, Nathan Tinkler and Fortescue

FrazPod

Double or Nothing with Misha Saul and Michael Frazis

0:15 – Preview and thoughts on Jerome Powell’s upcoming speech

1:00 – Update on Nvidia’s recent earnings and the wider semiconductor industry

12:10 – Farfetch update and latest earnings

15:45 – Notable small cap and GARP stocks

17:23 – Qantas recent performance and share buyback announcement

22:46 – Nathan Tinkler’s proposed coal mine acquisition

26:31 – Texas government order for divestment of all Blackrock holdings due to hostility on fossil fuels

28:06 – Andrew Forrest’s rise in the mining industry

34:05 – Assessment of Farfetch’s success and outlook

38:15 – Cettire – ASX listed Australian luxury goods company

42:19 – Rise and fall of Marley Spoon

49:20 – Summary and wrap-up