TMS Insights June 2019

30 June 2019

Ben and Jeremy look back at the contrasting 4 quarters of the 18/19 financial year, before turning to the ongoing themes that will affect the share market and economy in the year ahead. They discuss the current profit downgrade cycle leading into reporting season as well as where they are looking to position themselves in the current market. Stocks discussed include CGF, GOOGL, AMZN.


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