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Zach Riaz

Executive Meeting Notes – Are Elon and Tesla on the same page?

We recently had a one-on-one meeting with Mr. Maynard Um (IR Lead) of Tesla Inc (TSLA). The meeting was used…

5 years ago

Fund Manager Meeting Notes – Temple & Webster (ASX: TPW)

We recently had a one-on-one meeting with Mr. Mark Tayler, CFO of Temple & Webster Group (TPW). TPW is a…

5 years ago

Fund Manager Meeting Notes – Rhythm Biosciences (ASX: RHY)

We recently had a one-on-one meeting with Mr. Glenn Gilbert, CEO of Rhythm Biosciences (ASX: RHY). As we do not…

5 years ago

Is the value trade overbought?

A client asked earlier this week - is the value trade overbought? Our answer was yes but circling back with…

5 years ago

Quick thoughts on Silver…

So everyone is talking about silver right now – intensity and velocity has increased in recent days. Clearly silver is…

6 years ago

Why oil markets could be the biggest winners from a COVID vaccine

We have seen a jump in the headline oil prices and related oil equity prices Brent spot price went above…

6 years ago