INSIGHTS

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Chris Swasbrook on Intelligent Investing in Crisis Mode: Opportunities in Quality Businesses

 

On 2 April 2020 Managing Director of Elevation Capital was invited to share his opinion on investing during the outbreak of COVID-19. During the interview Chris sheds some light on how his investment approach is transforming in light of current events while maintaining his fundamental margin of safety principle.

 
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Christopher Swasbrook Shares Some Lessons with the University of Auckland Investment Club

Elevation Capital’s - Christopher Swasbrook presented to the University of Auckland Investment Club sharing some of the lessons he has learnt since founding Elevation Capital using real-life examples. We were pleased to see an encouraging turnout of students eager to learn about investing and look forward to engaging with the University in the future.

 
 
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Elevation Capital’s Chris Swasbrook Discusses Business News on Radio Live

 
 

Mitch Harris catches up with Christopher Swasbrook to talk about the latest business news.

  • Nestle's relationship with L'Oreal has lasted 40 years - why do these two companies work so well together?

  • US President Donald Trump wants to place tariffs on aluminium and steel imports, following up on his 2016 Election promise to raise job numbers for the working class.

  • China and South Korea are considering filing a complaint with the World Trade Organization if the United States puts a tariff on US steel.

  • Iranians have taken to the streets in protest regarding their country's banking system, which had led to a warning from the IMF (International Monetary Fund).

  • The Museum of Modern Art in New York has purchased an historic piece by NZ artist Michael Stevenson, the MONIAC Machine, which is a reproduction of the first machine built by Bill Phillips in 1949 - which is on display at the Reserve Bank Museum in Wellington.

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Chris Swasbrook Presents on Molson Coors Brewing Company at “Best Ideas 2019”

 

Elevation Capital’s Chris Swasbrook has recently given an extensive presentation on Molson Coors Brewing Company and why we believe the business presents a sound investment opportunity. Stagnating beer consumption in developed markets, coupled with the debt taken on by Molson Coors to finance a transformational acquisition in 2016, have caused a sell-off in 2018 and 2019 which presented us an opportunity to re-invest in the company. We have made the presentation available below for all those interested in learning about Molson Coors and understanding how we approach investment.

 
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Elevation Capital’s Chris Swasbrook Discusses Business News on Radio Live

 

Mitch Harris catches up with Christopher Swasbrook to talk about the latest business news.

  • Mediaworks NZ have announced a merger with Australian-based outdoor advertising company QMS. Why is the billboard medium currently so popular?

  • How is the radio business currently performing in New Zealand?

  • Stockmarkets worldwide are very volatile at the moment, mainly due to US President Donald Trump's trade talks.

  • Is Sydney heading towards a major housing crisis? How is Australia's economy looking at the moment?

  • Why do some countries rely so much on China to get their economy going?

  • A text question from Cliff to Chris Swasbrook - what do you think of Synlait milk?

  • Simon calls in to ask Chris a question regarding currencies, and why they increase and decrease so rapidly.

  • The debt-laden Kapiti Coast District Council has announced an interesting way at looking to reduce their $149million debt - by borrowing and investing money to try and turn their fortunes around. A brave move, but will it work?

 
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Elevation Capital’s Chris Swasbrook Discusses Business News on Radio Live

 
 

Mitch Harris catches up with Christopher Swasbrook to talk about the latest business news.

  • Why has the New Zealand Dollar been jumping all over the place recently?

  • Tech companies are claiming that 'smart cars' are the future of transportation. Is this true, or are they just trying to push their own agenda?

  • A recent survey done by BMW found that 73% of people would swap their car for a similar one with smarter technology inside it.

  • Vital Health Care facing an uphill battle - what's going on?

  • Why are we as a country giving over $100million to the America's Cup when that amount of money could really help other areas in NZ such as health?

  • Is the spending on the America's Cup value for money?

  • Has the OCR become ineffective regarding lending from banks?

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Elevation Capital’s Chris Swasbrook Discusses Business News on Radio Live

 
 

Mitch Harris catches up with Christopher Swasbrook to talk about the latest business news.

  • Why has the New Zealand Dollar been jumping all over the place recently?

  • Who is Ray Dalio, and why is he making headlines in business circles in the US?

  • How is America dealing with it's current 'currency crisis', and could it affect the NZ economy?

  • Chris comments on the fall of value of cryptocurrencies. For example, less than a year ago the value of one Bitcoin was over NZ $28,000 - now one Bitcoin is worth around $6,440.

  • Crowdfunding on the internet. Is this the future for small businesses? Will more bosses use the tool to try and promote their business, or could this be seen as bad management?

  • Tuesday night business finishes with a text question from Bill of Napier. He asked Chris how the Port of Napier should finance it's expansion.

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Elevation Capital’s Chris Swasbrook Discusses Business News on Radio Live

 
 

Mitch Harris catches up with Christopher Swasbrook to talk about the latest business news.

  • Who stands to gain the most from a trade war: China or the United States?

  • Has China made a big mistake by not taking US President Donald Trump seriously?

  • What could the implications be for New Zealand if China or the United States gain the upper hand over the other?

  • Countries in the United Kingdom are looking at instituting a new online levy to be paid by massive corporations like Apple and Amazon. It would be an extra 2% of the purchase price. This is to be fair to retail stores and keep them in business, not to target or punish big online retailers.

  • Advertising revenue from radio continues to make much more money than TV advertising revenue since the NZ radio industry was deregulated in the 1980's. Why is this, and will it ever change? 

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Elevation Capital’s Chris Swasbrook Discusses Business News on Radio Live

 
 

Mitch Harris catches up with Christopher Swasbrook to talk about the latest business news.

  • How does the petrol price in New Zealand stand up to other countries? Chris looks at where fuel is cheapest and most expensive.

  • Why doesn't anyone from petrol companies ever talk to the media when asked?

  • The US mid-term elections are just three weeks away. Could the results change the current relationship between the US and Saudi Arabia

  • Could there be implications on the oil price following US sanctions imposed on Iran?

  • A judge in California has rejected Monsanto's bid to overturn a landmark verdict. In August, Dewayne Johnson won over US $289 million after claiming Roundup weedkiller caused his cancer. 

  • Will Bayer regret purchasing Monsanto last year?

  • Are countries looking at declining population numbers in the future? Are any plans in the pipeline?

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Elevation Capital’s Chris Swasbrook Discusses Business News on Radio Live

 
 

Mitch Harris catches up with Christopher Swasbrook to talk about the latest business news.

  • More questions are being raised about the authenticity of business confidence surveys in New Zealand, such as the recent ANZ Business Outlook Survey.

  • Netflix is now more popular than Sky TV in New Zealand, but investors of the company are worried about it's lack of profitability.

  • Netflix has bought a massive production studio in Albuquerque, New Mexico, and has pledged to bring US $1 billion of production to the area.

  • What could the possible economic implications be in the Middle East after the murder of Washington Post journalist Jamal Khashoggi?

  • What could happen to the economies of the Philippines and Hungary as their Presidents 

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