Podcast Series: Direct From The Desk – Wisr (WZR)
The investment universe is broad and in this series we’ll focus across the spectrum covering small, mid & large-cap companies with a heavy skew towards understanding the drivers of earnings and why an opportunity exists that is not being fully reflected in current market pricing. Please note, this is a deep dive and the episodes will be around 30mins in duration.
True to the Market Matters open minded approach, some stocks covered in the series are what would be described as ‘contrarian calls’, companies that have had a tough period that scream value, while others are stocks that have been kicking goals yet the momentum remains strong.
Direct From The Desk kicks off this week with non-bank lender Wisr (WZR). WZR is a consumer finance business we hold in the Market Matters Emerging companies portfolio that we think has a bright future.
James sits down with the No 1 rated analyst on the stock, Danny Younis to discuss the business. We hope you enjoy the first episode in this six part series
