21 February 2022

Woodside outperformed the market this week, with standout cashflows, and earnings and the dividend ahead of expectations.

For other companies, however, inflationary pressures and labour shortages are finding their way into prices and bringing a potential headwind for future profitability. But how much of this is a transitory impact of COVID?

M&A, meanwhile, continues at pace, with Crown agreeing to a takeover offer this week, and private equity and pension funds continuing to compete for hard, long duration assets.

Brad Potter, Tyndall AM’s Head of Australian Equities, details his views in episode three of the February 2022 4-Minute Monday podcast.

21 February 2022
Is this now an opportunity for china exposed stocks?

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Small caps with their own ‘moat’.

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Who were the standout performers this season?

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Tyndall AM deepens Small Caps team.


NHS backlog and its impact on Australia’s top healthcare names.

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Episode five: Amcor merges with Berry in $13bn deal.

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