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Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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QAV AU 841 — Activism, Audio & Agency: Gabriel Radzyminski on Fixing Value Traps

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Manage episode 513675469 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Cameron and Tony sit down with activist investor Gabriel Radzyminski, founder of Sandon Capital, to dissect the art of activist value investing in Australia. Gabriel explains how he identifies mispriced assets, why value investing isn’t dead, and how activism can unlock value when management misalignment or agency conflicts keep companies from realising their potential. The discussion zeroes in on the brewing storm around Southern Cross Media (ASX:SXL) and its proposed merger with Seven West Media (ASX:SWM) — a deal Gabriel argues is a “nil-premium reverse takeover” that disenfranchises shareholders. The conversation dives deep into governance, board behaviour, passive investing, and the moral hazards of Australia’s listing rules. Expect sharp insights on capital allocation, corporate incentives, and the eternal tension between shareholders and boards.
  continue reading

361 episodes

Artwork
iconShare
 
Manage episode 513675469 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Cameron and Tony sit down with activist investor Gabriel Radzyminski, founder of Sandon Capital, to dissect the art of activist value investing in Australia. Gabriel explains how he identifies mispriced assets, why value investing isn’t dead, and how activism can unlock value when management misalignment or agency conflicts keep companies from realising their potential. The discussion zeroes in on the brewing storm around Southern Cross Media (ASX:SXL) and its proposed merger with Seven West Media (ASX:SWM) — a deal Gabriel argues is a “nil-premium reverse takeover” that disenfranchises shareholders. The conversation dives deep into governance, board behaviour, passive investing, and the moral hazards of Australia’s listing rules. Expect sharp insights on capital allocation, corporate incentives, and the eternal tension between shareholders and boards.
  continue reading

361 episodes

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