INSight #299 with Misha Mohl from HMC Capital
Misha Mohl from HMC Capital shares insights to Laurence Parker-Brown from The Inside Network on less than the sum of its parts at Lend Lease Group.
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Monday 13th November 2023
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Valuation drivers: what buyers actually pay for in an advice business
Buyers pay for certainty, valuing advice practices with predictable revenue, loyal client relationships, strong operations and clear strategic fit, because...
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Daily Market Update: 28 November 2025
Australian market outlookThe S&P/ASX 200 index rose 10.8 points to close at 8,617.3, gaining 0.1 per cent, continuing a third straight session higher. The...
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US-backed Merchant’s minority investment in Infinity highlights why well-governed advice businesses are attracting strategic capital as consolidation,...
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Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
The commercial property enigma with Bruce Wan from MaxCap Group
The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...