Three Wise Monkeys Podcast, Episode 3: Pro Medicus (ASX:PME), A2 Milk (ASX:A2M) and Experience Co (ASX:EXP)
What we lack up for in technology we make up for in my first hand account of the key takeaways from the Pro Medicus (ASX:PME) AGM. We talk details on the big new contract win, and why it's important. Andrew gets excited about AI, and then we throw a bit of cold water on it.
Meanwhile, Matt gives us his usual well-spoken thoughtful insights on the recent A2 Milk (ASX:A2M) results. Matt has been a long term holder of the stock, picking it up at low prices, but what does he think of it today?
And we also discuss Experience Co (ASX:EXP), in particular touching on why we are a bit wary. Andrew talks EBITDAHIJK.
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Disclosure: The Author, Claude Walker, owns shares in Pro Medicus at the time of publication. This article contains general investment advice only (under AFSL 501223). Authorised by Claude Walker.