Equities Adviser, owner & founder of @hlminvestments. Everything I say should be considered General Advice only
Adelaide
Joined March 2011
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Heath Moss retweeted
podcasts.apple.com/au/podcas… fresh TOT. All the news of the week as played by @heathmoss83 and @SmallCapsASX headlines as read by @jameswhelan42
No idea how this bloke is still playing. Always playing the victim but is as dirty as I've seen on court. And I watched the 80s Pistons team.
Heath Moss retweeted
Proud moment of my career being able to bring this asset class to the greater investing population. Have a listen & lock in your CPD too via @Ensombl quiz.cpdcheck.com/VOLA-26102…
@jameswhelan42 and I had a fascinating chat with Anthony Ciconte from ATLANTIS Fisheries Consulting Group about Australia's fishing industry and how you can invest in it on this week's @TheoryOfThing. A real unique and eye opening chat this one. youtube.com/watch?v=G_LvSPJW…
I volunteer as tribute 😂😂😂
Warren Buffett’s three children face an unprecedented challenge: giving away his $150 billion fortune in their lifetimes. How three very different siblings are preparing to direct their dad’s vast legacy. bloomberg.com/features/2026-…
DEVESTATED!!!! Missed out on @Nickelback tickets for Adelaide. Guess my inner bogan will have to remain dormant for a little longer 😂
Heath Moss retweeted
Firmus wanted A$7.1bn at a A$43.7bn valuation. The market gave it a firm no. 🚫
@SmallCapsASX’s @jameswhelan42 & @heathmoss83 on why the float was pulled. Then: bond yields, gold, oil and this week’s ASX small cap headlines.
shows.acast.com/5ed1b0e57693…
$RNU $LKE $ILT $CYC #ASX #IPO
Heath Moss retweeted
Micron just posted a stellar beat-and-raise, guiding to memory supply staying tight until at least the end of 2028. Trading at ~4x fwd earn v historical 8–12x range.
@heathmoss83 and @jameswhelan42 on why that looks cheap. #semiconductors #AI #memorychips
shows.acast.com/5ed1b0e57693…
Gold & Rare Earths. Probably the only two commodity markets that are well off highs atm. No coincidence they are seeing M&A action. Also keep saying South America (esp Brazil/Argentina) is the place to be invested in for resources.
Explains the switch in tone from Iran the last week. Previously it had been the US seeking peace talks with Iran. Now Iran is coming to the US.
Had a chat with @NadineBlayney from @ausbiztv on the Ausbiz A.M. podcast to start the day. Covered overnight markets, Energy, NVDA, AI, the RBA & how I'm positioning portfolios. Great listen as always! open.spotify.com/episode/6VT…
Heath Moss retweeted
shows.acast.com/5ed1b0e57693…
Meta's AI play just spooked Google, Oracle's data centre headache is spreading, and gold's digesting its roughest week in a year @jameswhelan42 and @heathmoss83 go deep on the macro and set up tomorrow's AFL Grand Final.
Had a chat with @julesaly from @ausbiztv this morning. We covered general market price action, yields, META's new AI app Muse + some copper stocks. Was a pleasure as always! ausbiz.com.au/media/the-copp…
Had the pleasure of sitting down with @jameswhelan42 & Kerry Stevenson to chat all things Gold on this week's @TheoryOfThing Podcast. Also covered the usual markets, yields, oil and our AFL/NRL footy tips. As always it's a quality listen shows.acast.com/the-bip-show…
Heath Moss retweeted
Innovative use of the term “crack pipe” in this one. Thanks Kerry and @heathmoss83 great podcast.
shows.acast.com/the-bip-show…
