Meeting Notes
QBE Insurance Group Ltd (QBE) – Meeting Notes
We recently had a one-on-one meeting with Tony Jackson from QBE Insurance Group Ltd (QBE). The meeting was used as a refresher on the QBE story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion.
Orocobre Ltd (ORE) – Meeting Notes
We recently had a one-on-one meeting with Andrew Bowden from Westpac Banking Corp (WBC). The meeting was used as a refresher on the WBC story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion.
Caltex Ltd (CTX) – Meeting Notes
We recently had a one-on-one meeting with Dale Koenders from Caltex Ltd (CTX). The meeting was used as a refresher on the CTX story as well as to reassess our investment thoughts on the Company.
Westpac Banking Corp (WBC) – Meeting Notes
We recently had a one-on-one meeting with Andrew Bowden from Westpac Banking Corp (WBC). The meeting was used as a refresher on the WBC story as well as to reassess our investment thoughts on the Company. Below are the key points from our discussion.
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