In this week’s show
00:49 – Q1: Really interested in the opportunity in the US market. Wondering if you see any opportunity in the mag7, particularly Microsoft/Meta? Also keeping a close eye on Boeing and would love your thoughts and feedback. They have two aircraft very close to FAA certification (737-max7&10 and 777X).
They seem to have turned a corner with their cultural woes. (largely they were forced to turn that corner). After many years of downside and negative momentum, do you see any upside or opportunity? Thanks for your time!
07:57 – Q2: The AU redemption statement states “19 AOF units of every 20 AOF units; you held as at the record date of 5.00pm, 10 June 2026 have been compulsorily redeemed by the responsible entity”. AOF appears to now be delisted. What happens with the remaining 1 AOF unit of every 20 AOF units held?
09:52 – Q3: What do you think of MSFT Microsoft as it’s currently the most undervalued ever probably? When is it likely to turn around?
12:29 – Q4: I bought Adobe as part of US growth. I was looking at 1-2 year hold. But it’s been dropping after a couple of downgrades. Do you recommend cutting losses now? Secondly, now that SpaceX IPO is done, do you see the AI momentum resuming?
