Home Switzer Show Seven Group Holdings’ Ryan Stokes, Life360 CEO talks results, plus: banks v miners – what the fundies are buying next

Seven Group Holdings’ Ryan Stokes, Life360 CEO talks results, plus: banks v miners – what the fundies are buying next

Seven Group Holdings boss Ryan Stokes fronts up after results, Life360's CEO answers the market sell-off that followed 100 million users, and the fundies weigh big banks against big miners with their next buys on the table.

 

It’s a blockbuster reporting season special on the Switzer Show this week, with two CEOs defending their numbers and two market watchers deciding what to do with them:

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  • Ryan Stokes, CEO of Seven Group Holdings, on the $500 million buyback, the end of the BlueScope chase, and the productivity problem he wants Canberra to fix
  • Life360 CEO Lauren Antonoff on crossing 100 million users, the market’s harsh verdict, and why she calls AI a door opener rather than a threat
  • Julia Lee of Shaw and Partners has sold two market darlings this reporting season and bought a stock the market dumped. Which ones?
  • Michael Gable of Fairmont Equities reads the charts on uranium’s screaming buy, an energy breakout he says is days away, and the bank everyone loves to short
  • And Mark Wallace of G50 Corp on landing Hancock Prospecting as a cornerstone investor, and the obscure metal his gold explorer is chasing

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This week’s stock picks: All the stocks from the Switzer Show this week.

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