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.
You can listen to this episode on Soundcloud by clicking here.
Or, if you prefer, subscribe to the feed on iTunes by clicking here.
Claude
Please feel free to sign up to the forums and let us know what you think!
For early access to our content, join the Ethical Equities Newsletter.
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.