Equity Mates Investing Podcast
Business
Expert Investor: Elise Kennedy on who is winning BNPL & Aussie Tech | Jarden
In this episode, Alec and Bryce are joined by Elise Kennedy. Elise is Vice President of Equity Research at Jarden and leads the Australian Research team covering technology and the internet. She has over 10 years experience in financial markets, including 7 years at Morgan Stanley covering Telecommunication, Media, Technology and Gaming. Elise summarises Australia’s listed tech sector, and they continue the overrated v underrated game with Australia's answer to FAANG stocks - the WAAAX stocks. Then they have a look at some of the ‘older’ Australian tech companies - Webjet, REA, Seek, Carsales - and talk about whether she thinks there are still opportunities to be found.
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Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a...
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