Reporting season winners, and why a fund manager is dialling back risk: Switzer Show 31 Aug 2026
The Switzer ShowShow Notes
Reporting season delivered its winners and its warnings. On this week's Switzer Show, Peter Switzer is joined by Paul Rickard of the Switzer Report, Adam Dawes of Shaw and Partners, Russell Grady of FDC, Brendan O'Connor of Regal Partners and Joshua Bolot of DroneShield.
In this episode: - Paul Rickard and Adam Dawes work through reporting season and land on seven names, from an industrial throwing off a billion in free cash to one healthcare stock that has run so far that only one of them is still buying it - Russell Grady on running a 36 year old construction business through its first weeks as a listed company, and the three-way split that keeps it out of residential - Brendan O'Connor on Phil King's retirement, the four forces he thinks will shape the next five years, and why he is telling clients to dial their risk back a notch - Joshua Bolot on the World Cup sites, airports and prisons now buying counter drone technology, and a direct answer on the director share sales that hit the share price
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The Switzer Show airs Mondays at 7pm AEST on ausbiz. Spotify: https://open.spotify.com/show/0mqHg1gPNAqIobu9lnXT2U Apple Podcasts: https://podcasts.apple.com/au/podcast/the-switzer-show/id1484916577
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