#  @GeoffWilsonWAM Geoff Wilson Geoff Wilson's company, Wilson Asset Management, is opposed to the Australian Labor Party's plan to tax unrealised gains, which they believe will have significant unintended consequences and harm small businesses, tech, and start-up industries. The proposed tax is on gains that may never be made, sparking concerns about fairness and its impact on investment and employment. Critics argue it will stifle growth and is unfair to Australians. ### Engagements: [---] [#](/creator/twitter::1768740881962844160/interactions)  - [--] Week [-----] +1,504% - [--] Month [-----] -95% - [--] Months [-------] -92% - [--] Year [---------] +97% ### Mentions: [--] [#](/creator/twitter::1768740881962844160/posts_active)  - [--] Months [--] -79% - [--] Year [---] -14% ### Followers: [-----] [#](/creator/twitter::1768740881962844160/followers)  - [--] Week [-----] +0.04% - [--] Month [-----] -0.19% - [--] Months [-----] +5.60% - [--] Year [-----] +83% ### CreatorRank: [---------] [#](/creator/twitter::1768740881962844160/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 66.67% [stocks](/list/stocks) 11.76% [cryptocurrencies](/list/cryptocurrencies) 10.78% [countries](/list/countries) 4.9% [travel destinations](/list/travel-destinations) 1.96% [exchanges](/list/exchanges) 1.96% [technology brands](/list/technology-brands) 1.96% **Social topic influence** [wilson](/topic/wilson) #2523, [investment](/topic/investment) 36.27%, [$wle](/topic/$wle) 29.41%, [$wgb](/topic/$wgb) 27.45%, [$wma](/topic/$wma) 11.76%, [stocks](/topic/stocks) 8.82%, [$wam](/topic/$wam) 6.86%, [$wmx](/topic/$wmx) 6.86%, [strong](/topic/strong) 5.88%, [dividend](/topic/dividend) 5.88% **Top accounts mentioned or mentioned by** [@wilsonassetmgmt](/creator/undefined) [@hauptmatthew](/creator/undefined) [@livewiremarkets](/creator/undefined) [@asx](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@abcnews](/creator/undefined) [@wilsonassetmgmts](/creator/undefined) [@financialreview](/creator/undefined) [@australian](/creator/undefined) [@skynewsaust](/creator/undefined) [@realdonaldtrumps](/creator/undefined) [@ronshamgar](/creator/undefined) [@rodneyforrestr](/creator/undefined) [@imfletcher70](/creator/undefined) [@88888saccount](/creator/undefined) [@jechalmers](/creator/undefined) [@guardian](/creator/undefined) [@jimmymarlay](/creator/undefined) [@aliciabarry](/creator/undefined) [@asxs](/creator/undefined) **Top assets mentioned** [WAM (WAM)](/topic/$wam) [Telos Corp (TLS)](/topic/$tls) [Spark (SPK)](/topic/$spk) [Agilon Health, Inc. (AGL)](/topic/$agl) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Iagon (IAG)](/topic/$iag) [Anzen Token (ANZ)](/topic/$anz) [WorldBrain Coin (WBC)](/topic/$wbc) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Banco Latinoamericano de Comercio Exterior, S.A (BLX)](/topic/$blx) [Mainframe (MFT)](/topic/$mft) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [BlackLine, Inc. Common Stock (BL)](/topic/$bl) [Minswap (MIN)](/topic/$min) ### Top Social Posts Top posts by engagements in the last [--] hours "Reform isnt about raising more tax its about redirecting capital to where it grows jobs & innovation for the benefit of all Australians. Holistic thinking not short term tax grabs. Thoughts" [X Link](https://x.com/GeoffWilsonWAM/status/2020993051628556457) 2026-02-09T22:47Z [----] followers, [----] engagements "A strong result from $WAR yesterday. Solid progress delivering for shareholders. Still trading at a discount. Time to add. Register for the webinar: https://globalmeet.webcasts.com/starthere.jspei=1748373&tp_key=a82310bfef&sti=geoff-x WAM Strategic Value (ASX: $WAR) has announced its interim results with the investment portfolio up 9.8% over six months and 14.9% over [--] months to [--] Dec [----]. Operating profit before tax increased 200.7% over the period. Register for the webinar here: https://t.co/ZXGmgDAQY1 https://t.co/8WHxxf6PbU" [X Link](https://x.com/GeoffWilsonWAM/status/2021681416434855952) 2026-02-11T20:23Z [----] followers, [----] engagements "A +49% increase in dividends payable for [----] $FGG . Good to still buy at a discount. Ive just put on a top up order at $1.55 The FY2025 results and register for the $FGG and ask me a question. Q&A Webinar: https://futuregeninvest.com.au/wp-content/uploads/2026/02/FGG_FY2025_MediaRelease_announce-1-1.pdf https://futuregeninvest.com.au/wp-content/uploads/2026/02/FGG_FY2025_MediaRelease_announce-1-1.pdf" [X Link](https://x.com/GeoffWilsonWAM/status/2020678808177881169) 2026-02-09T01:59Z [----] followers, [----] engagements "Have a great day" [X Link](https://x.com/GeoffWilsonWAM/status/2022478146898100351) 2026-02-14T01:09Z [----] followers, [---] engagements "$WGB outperformed the MSCI World Index in July and remains invested in high quality resilient businesses with a catalyst for growth. Remember when investing its time in the market. Its always incredibly difficult to anticipate the tops and bottoms of markets π¬ What drove the global sell-off $WGB Portfolio Manager Nick Healy spoke to The @guardian to explain what caused the market meltdown noting that US data proved to be softer than expectations. Against this mixed backdrop the WAM Global investment portfolio remains invested in What drove the global sell-off $WGB Portfolio Manager Nick" [X Link](https://x.com/GeoffWilsonWAM/status/1821043835423879657) 2024-08-07T04:40Z [----] followers, [----] engagements "$WAM $WAA and $WMI Lead Portfolio Manager Oscar Oberg chats about the reporting season for mids and smalls. Plus $EML and $SMP. $EML is a classic turnaround with a now-clean balance sheet and $SMP could double its earnings with their NZ business roll-out. $WAM $WMI $WAX and $WAA Lead Portfolio Manager Oscar Oberg featured on @LivewireMarkets Views from the Top series. Oscar and @Jimmy_Marlay took a deep dive into the small to mid-cap market discussing the upcoming reporting season specific stocks that he thinks will $WAM $WMI $WAX and $WAA Lead Portfolio Manager Oscar Oberg featured on" [X Link](https://x.com/GeoffWilsonWAM/status/1821427884030103575) 2024-08-08T06:07Z [----] followers, [----] engagements "$WLE investment team believes (minus the global corporate insurer $QBE hit today by concerns the global premium rate cycle is softening) the domestic insurance sector will be a likely standout of the ASX200 this reporting season. $MPL and $IAG are $WLEs preferred plays with a focus on the direct home and motor markets. @ABCNews reporting season preview featured insights from $WLE Senior Investment Analyst Anna Milne. She provided financial markets commentary in relation to the year ahead the consumer discretionary sector and why insurance companies are likely to be a stand-out this reporting" [X Link](https://x.com/GeoffWilsonWAM/status/1821792275757687039) 2024-08-09T06:15Z [----] followers, [----] engagements "Another great podcast Sean. Thank you for including Anna from $WLE @WilsonAssetMgmt discussing some of the market heavyweights $CBA $TLS and $GMG On the Fear + Greed Podcast today $WLE Senior Investment Analyst Anna Milne discusses her reporting season expectations for $CBA $TLS $GMG and more. Listen to Annas insights here: https://t.co/66fnP4cZcV On the Fear + Greed Podcast today $WLE Senior Investment Analyst Anna Milne discusses her reporting season expectations for $CBA $TLS $GMG and more. Listen to Annas insights here: https://t.co/66fnP4cZcV" [X Link](https://x.com/GeoffWilsonWAM/status/1822933036322959547) 2024-08-12T09:47Z [----] followers, [----] engagements "Senior Investment Analyst Sam Koch comments on $AGL. Is on its way to a cleaner energy future AGL held by $WLE Plus a comment on controversial $SWM Wilson Asset Management small to mid-cap Senior Investment Analyst Sam Koch was on @abcnews' The Business last night discussing yesterdays standout reporting season results with @Alicia_Barry. Watch Sams interview to hear his thoughts on Seven Group Holding (ASX: $SVW) and Wilson Asset Management small to mid-cap Senior Investment Analyst Sam Koch was on @abcnews' The Business last night discussing yesterdays standout reporting season results with" [X Link](https://x.com/GeoffWilsonWAM/status/1823942482184561059) 2024-08-15T04:39Z [----] followers, [----] engagements "Pleasing to see after the pain of yesteryear π $AGL is now in a much stronger position than two years ago as it builds out its clean energy transition. Its held by $WLE $WLE Portfolio Manager John Ayoub spoke to the AFR about $AGL announcements on their earnings their plan to exit coal power and their new chairman announcement with Miles George taking over from Patricia McKenzie in February [----]. Johns full comments here: $WLE Portfolio Manager John Ayoub spoke to the AFR about $AGL announcements on their earnings their plan to exit coal power and their new chairman announcement with Miles" [X Link](https://x.com/GeoffWilsonWAM/status/1823943439366676736) 2024-08-15T04:42Z [----] followers, [----] engagements "$WLEs Hailey Kim says $TWE is a buy. Current valuation does not reflect its strong growth outlook and global distribution modelπ·π WAM Leaders (ASX: $WLE) Investment Analyst Hailey Kim spoke to @LivewireMarkets earlier on Treasury Wine Estates' (ASX: $TWE) first full-year result since China removed its tariffs on Australian wine imports. Find out Haileys view on the results and whether she thinks ASX: TWE https://t.co/yhK6C6gx3U WAM Leaders (ASX: $WLE) Investment Analyst Hailey Kim spoke to @LivewireMarkets earlier on Treasury Wine Estates' (ASX: $TWE) first full-year result since China" [X Link](https://x.com/GeoffWilsonWAM/status/1824001285122875552) 2024-08-15T08:32Z [----] followers, [---] engagements "$WLE's increased fully franked full year dividend due to strong investment portfolio performance since inception. After a tough year the portfolio is well positioned to perform. The team look forward to answering all questions at the FY2024 Full Year Results Webinar. You can register via the link at @WilsonAssetMgmt WAM Leaders (ASX: $WLE) has announced their FY2024 results with the Board of Directors increasing the fully franked full year dividend for shareholders to [---] cents per share. Please read the Letter from the Chairman in the Annual Report for further detail. On Tuesday 10" [X Link](https://x.com/GeoffWilsonWAM/status/1827990922426212708) 2024-08-26T08:46Z [----] followers, [----] engagements "$WGB's discount to net tangible assets (NTA) narrowed to 7.7% from 18.7%. Looking forward to the $WGB trading at NTA or a premium. Join the team for the Q&A Webinar next Wednesday. You can register via the link in the @wilsonassetmgmt post. The WAM Global (ASX: $WGB) investment portfolio increased 15.4%during the [----] financial year leading the Board of Directors to declare a fully franked final dividend of [---] cents per share bringing the fully franked full year dividend to [----] cents per share. On Wednesday [--] https://t.co/bdCRDvWg8h The WAM Global (ASX: $WGB) investment portfolio increased" [X Link](https://x.com/GeoffWilsonWAM/status/1828295495892312140) 2024-08-27T04:56Z [----] followers, [----] engagements "$WLE's @haupt_matthew said that Australian banks ($NAB $CBA $ANZ $WBC) are at their peak earnings for this part of the cycle. In the current economic environment WLE sees value in healthcare consumer staples and utilties stocks within the ASX200. Following $BEN's earnings update yesterday $WLE Lead Portfolio Manager @haupt_matthew said Bendigo had shown a strengthening lending margin with not much to dislike. But he cautioned that the bank and its rivals had shown they were at peak earnings. Read more: Following $BEN's earnings update yesterday $WLE Lead Portfolio Manager @haupt_matthew said" [X Link](https://x.com/GeoffWilsonWAM/status/1828297761936007487) 2024-08-27T05:05Z [----] followers, [----] engagements "$WMA performed well in FY2024. The portfolio offers retail investors access to a diversified portfolio of quality alternative investments. Join PM Dania Zinurova IC Member Sally Box and myself for the WMA FY2024 Q&A Webinar on [--] September. Register and ask your questions beforehand via the link in @wilsonassetmgmt's post. The WAM Alternative Assets Limited (ASX: $WMA) investment portfolio increased 5.1% in the [----] financial year. Since Wilson Asset Management was appointed as Investment Manager in October [----] the investment portfolio has increased 9.8% per annum supported by [--] investment" [X Link](https://x.com/GeoffWilsonWAM/status/1829257239003312538) 2024-08-29T20:38Z [----] followers, [----] engagements "$WGB outperformed the MSCI World SMID Cap Index by 9.7% in FY2024. Still can buy $WGB at a discount to NTA Yesterday $WGB held their FY2024 Full Year Results Q&A Webinar. Lead Portfolio Manager Catriona Burns spoke about how potential interest rate cuts should provide a catalyst to allow high quality small cap stocks to outperform and broaden returns. Read the full article in The https://t.co/Kh5kzZjlc7 Yesterday $WGB held their FY2024 Full Year Results Q&A Webinar. Lead Portfolio Manager Catriona Burns spoke about how potential interest rate cuts should provide a catalyst to allow high" [X Link](https://x.com/GeoffWilsonWAM/status/1831577465078284481) 2024-09-05T06:17Z [----] followers, [----] engagements "Ask @haupt_matthew et al any questions about @ASX top [---] companies at 2pm today (Sydney time) for the $WLE FY2024 Full Year Results Q&A Webinar Today at 2:00pm (AEST) we will be hosting the WAM Leaders (ASX: $WLE) FY2024 Full Year Results Q&A Webinar. Join Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub for an update on the investment portfolio and the opportunity to ask questions in an extended https://t.co/TfCHC9JEYo Today at 2:00pm (AEST) we will be hosting the WAM Leaders (ASX: $WLE) FY2024 Full Year Results Q&A Webinar. Join Lead Portfolio Manager Matthew Haupt and" [X Link](https://x.com/GeoffWilsonWAM/status/1833324994744741929) 2024-09-10T02:01Z [----] followers, [---] engagements "Since [----] @WilsonAssetMgmt has been managing the $WMA investment portfolio +9.8% per annum : [--] investment exits achieved at a weighted average premium to NTA on exit of 34.5% find out more from our PM Dania Zinurova This week WAM Alternative Assets (ASX: $WMA) Portfolio Manager Dania Zinurova will be presenting at the #SMSF Trustee Empowerment Day. Register now to join this event and learn about investing in alternative assets through a listed investment company structure via: https://t.co/0lxjQAThDF This week WAM Alternative Assets (ASX: $WMA) Portfolio Manager Dania Zinurova will be" [X Link](https://x.com/GeoffWilsonWAM/status/1835543578426454129) 2024-09-16T04:57Z [----] followers, [----] engagements "$WMA Webinar today at 2:00pm (Sydney time) $WMA is the only LIC on the @ASX that offers retail and wholesale investors access to a diversified portfolio of alternative assets typically only accessible to institutional investors. The link to register is in @wilsonassetmgmts post Today at 2:00pm (AEST) we will be hosting the WAM Alternative Assets (ASX: $WMA) FY2024 Full Year Results Q&A Webinar. Join Wilson Asset Management Chairman and Chief Investment Officer @GeoffWilsonWAM WAM Alternative Assets Portfolio Manager Dania Zinurova and Investment https://t.co/fCZ6cHqKgQ Today at 2:00pm (AEST)" [X Link](https://x.com/GeoffWilsonWAM/status/1835852650598019321) 2024-09-17T01:25Z [----] followers, [----] engagements "$WLE has identified $TLS as one of the @ASX's prime #AI beneficiaries. @haupt_matthew says that AI is only as powerful as the infrastructure behind it and $TLS network is key to connecting data businesses and AI-driven innovation π WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew spoke at the [----] Livewire Live event this week. On the Seismic Shifts panel Matt discussed Australia's cost-of-living pressures key economic indicators that he and the $WLE team are keeping an eye on and how https://t.co/h7aMB2hl3W WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew spoke at" [X Link](https://x.com/GeoffWilsonWAM/status/1836655922892149249) 2024-09-19T06:37Z [----] followers, [----] engagements "$WLE sees value in defensive sectors of the ASX200 including telecommunications and healthcare. At Livewire Live last week @haupt_matthew nominated $TLS $SPK and $CSL as stock picks with attractive valuations π Featuring WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew Livewire Live 2024s seismic shifts panel discussed five far-reaching trends happening now and how to take advantage of them. - Watch the full discussion here: https://t.co/Umw359LfeC - Read the panel recap https://t.co/ENzOS8whSa Featuring WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew Livewire Live" [X Link](https://x.com/GeoffWilsonWAM/status/1838474403098825190) 2024-09-24T07:03Z [----] followers, [----] engagements "$WMA is the only #LIC on the @ASX that offers investors access to a diversified portfolio of #privatemarket alternative assets. Ive been buying around the $1.03 level as its the cheapest of the @WilsonAssetMgmt #LICs . WAM Alternative Assets Portfolio Manager (ASX: $WMA) and thought leader @DZinurova recently spoke at the SMSF Trustee Empowerment Day [----] with an insightful session on Building resilient portfolios with alternative assets. Watch here: https://t.co/ZYlWd0FG1T #Investment WAM Alternative Assets Portfolio Manager (ASX: $WMA) and thought leader @DZinurova recently spoke at the" [X Link](https://x.com/GeoffWilsonWAM/status/1844569349933367305) 2024-10-11T02:42Z [----] followers, [----] engagements "The latest stock picks from our small to mid-cap investment team are in Find out why they believe that Beacon Lighting (ASX: $BLX) @Mainfreight (ASX: $MFT) Nick Scali (ASX: $NCK) and more are compelling investment opportunities. Follow @WilsonAssetMgmt to keep your finger on the pulse with the latest investment insights and market updates. #Investment #StockPicks #Trending The most recent stock picks from our small to mid-cap investment team are in Watch Talking Stocks with Sam Koch Will Thompson and Cooper Rogers to find out why they believe these three stocks (and more) are compelling" [X Link](https://x.com/GeoffWilsonWAM/status/1848879417256464513) 2024-10-23T00:09Z [----] followers, [----] engagements "$WMA is the best value @WilsonAssetMgmt #LIC on the market. Time to buy is now Could investing in food and water be exactly what your portfolio needs @WilsonAssetMgmt's Dania Zinurova takes Livewire through the big themes she invests in. #alternativesinfocus https://t.co/mn0bvMwNAo Could investing in food and water be exactly what your portfolio needs @WilsonAssetMgmt's Dania Zinurova takes Livewire through the big themes she invests in. #alternativesinfocus https://t.co/mn0bvMwNAo" [X Link](https://x.com/GeoffWilsonWAM/status/1849057201761165758) 2024-10-23T11:56Z [----] followers, [----] engagements "Stock picks for $WLE while Matt and Johnny are on the dealing desk. $SPK and $AMC are two of their favoured holdings. Follow @WilsonAssetMgmt to keep your finger on the pulse with the latest investment insights and market updates. #Investing #Investment #StockPicks Stock picks from our WAM Leaders (ASX: $WLE) large cap investment team are in Watch Talking Stocks with Anna Milne and Hailey Kim to find out why these are two of their favoured holdings in the investment portfolio: @SparkNZ (ASX: $SPK) and Amcor (ASX: $AMC). Learn more https://t.co/ZtRaZg51NM Stock picks from our WAM Leaders (ASX:" [X Link](https://x.com/GeoffWilsonWAM/status/1849743418345521483) 2024-10-25T09:22Z [----] followers, [----] engagements "Love this @ASX Ideas Exchange podcast Our US-based WAM Global (ASX: $WGB) Lead Portfolio Manager Catriona Burns sat down with Rory Cunningham to review the current state of the market and the anticipated impact of geopolitics the US election and interest rates on WAM Global's key investment themes. #Investment #podcast #Finance #USElection2024 https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange https://twitter.com/i/web/status/1852067440982900916 https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange" [X Link](https://x.com/GeoffWilsonWAM/status/1852067440982900916) 2024-10-31T19:17Z [----] followers, [---] engagements "Big win for @realDonaldTrump and the @GOP π³ Our US-based WAM Global (ASX: $WGB) Lead Portfolio Manager Catriona Burns sat down with Rory Cunningham at @ASX ahead of the election to review the current state of the market the anticipated impact of geopolitics the US election and interest rates on WAM Global's key investment themes. Learn more here: #USAElection2024 #USAElection #Trump https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange" [X Link](https://x.com/GeoffWilsonWAM/status/1854090062520271348) 2024-11-06T09:14Z [----] followers, [----] engagements "@WilsonAssetMgmt and $WGB Lead portfolio manager live on #WallSt with Ross Greenwood @SkyNewsAust talking markets. Last time @realDonaldTrump was @POTUS45 the @DowJones rallied +50%" [X Link](https://x.com/GeoffWilsonWAM/status/1854260244253470831) 2024-11-06T20:31Z [----] followers, [---] engagements "Some WAM Capital (ASX: $WAM) stock picks. Find out why the team believe these four stocks are compelling investment opportunities: NRW Holdings $NWH ServiceStream $SSM GenusPlus Group $GNP Austin Engineering $ANG #Investment #Mining #StockPicks The latest WAM Capital (ASX: WAM) stock picks are in. Lead Portfolio Manager Oscar Oberg and Senior Investment Analyst Shaun Weick returned from meeting with mining and mining services companies in Perth last week with fresh insights and four top stock picks. Find out why they https://t.co/i09Rz2Fny3 The latest WAM Capital (ASX: WAM) stock picks are" [X Link](https://x.com/GeoffWilsonWAM/status/1854305285806153950) 2024-11-06T23:30Z [----] followers, [----] engagements "Im excited. C u then at 6am Anthony. Will not be having a late one as we have our eight #LIC AGMs the next day $WAM $WLE etc Christmas Drinks Invitation has been sent out. If you have shown interest and I have taken your email please check it this morning. Christmas Drinks Invitation has been sent out. If you have shown interest and I have taken your email please check it this morning" [X Link](https://x.com/GeoffWilsonWAM/status/1854685108973801597) 2024-11-08T00:39Z [----] followers, [----] engagements "Sumit Gautum founder of Scalar Gauge #StockPick is $BL @BlackLine share price forecast to increase +80% @SohnHeartsMinds @SohnConf" [X Link](https://x.com/GeoffWilsonWAM/status/1857191914132373508) 2024-11-14T22:40Z [----] followers, [---] engagements "Some great investment insights from $WGB Senior Investment Analyst William Liu on Chinas rapidly evolving economy. #Investment #China #FinanceNews https://wilsonassetmanagement.com.au/exploring-chinas-investment-landscape-insights-from-wam-globals-asx-wgb-william-liu/ https://wilsonassetmanagement.com.au/exploring-chinas-investment-landscape-insights-from-wam-globals-asx-wgb-william-liu/" [X Link](https://x.com/GeoffWilsonWAM/status/1862345850665476357) 2024-11-29T04:00Z [----] followers, [---] engagements "@k311126 @DavidPocock @ausgov @FinancialReview Thanks Sam. $WLE holds shares in $MIN" [X Link](https://x.com/GeoffWilsonWAM/status/1864130900285612074) 2024-12-04T02:13Z [----] followers, [---] engagements "Tomorrow ask us all any questions about the #stockmarket individual stocks etc Lead Portfolio Manager Matthew Haupt Portfolio Manager John Ayoub and myself from @WilsonAssetMgmt who manage the $WLE investment portfolio 2:00pm AEDT on Thursday [--] December [----] (tomorrow). Register π #Investment #LargeCap #Shareholders https://globalmeet.webcasts.com/starthere.jspei=1701072&tp_key=683bf5ad01&sti=geoffx https://globalmeet.webcasts.com/starthere.jspei=1701072&tp_key=683bf5ad01&sti=geoffx" [X Link](https://x.com/GeoffWilsonWAM/status/1866683619709947938) 2024-12-11T03:17Z [----] followers, [----] engagements "Thank you for joining the $WLE Webinar today. A big attendance πStill going 1hr 40min into the presentation. Great questions. Im buying $WLE currently as I like buying assets cheaply @WilsonAssetMgmt" [X Link](https://x.com/GeoffWilsonWAM/status/1867067739338314205) 2024-12-12T04:43Z [----] followers, [----] engagements "Excellent podcast by @EquityMates with WAM Global (ASX: $WGB) Lead PM Catriona Burns.Mentioning @Tradeweb $TW Thank you as always Bryce and Ren for an insightful and comprehensive podcast chat ππ§ Listen hereπ @WilsonAssetMgmt #Investment #FinanceNews #Podcast https://equitymates.com/episode/catriona-burns-compounding-really-is-your-friend-finding-long-term-structural-winners-summer-series/ https://twitter.com/i/web/status/1874763863096242249 https://equitymates.com/episode/catriona-burns-compounding-really-is-your-friend-finding-long-term-structural-winners-summer-series/" [X Link](https://x.com/GeoffWilsonWAM/status/1874763863096242249) 2025-01-02T10:25Z [----] followers, [---] engagements "$WLE Senior Investment Analyst Anna Milnes interview on Business Now for @SkyNewsAust with @eboyd_journo. They discussed WAM Leaders [----] outlook the impact of @realDonaldTrumps inauguration and more. #LargeCap #Investment https://www.skynews.com.au/business/markets/banking-sectors-strong-2024-performance-impacted-asx-200-results/video/3d67db988ef9e2dcde9b9f57af282991 https://www.skynews.com.au/business/markets/banking-sectors-strong-2024-performance-impacted-asx-200-results/video/3d67db988ef9e2dcde9b9f57af282991" [X Link](https://x.com/GeoffWilsonWAM/status/1879129733012840712) 2025-01-14T11:33Z [----] followers, [---] engagements "What are the opportunities in China the world's second largest economy economy $WGBSenior Investment Analyst William Liu shares his outlook on@PodcastFearwith Sean Aylmer. #Investment #Podcast #China https://fearandgreed.com.au/business-news-podcastguid=79944e09-882a-45da-adb6-b24c00a925a6&title=investing-in-china---where-are-the-opportunities https://fearandgreed.com.au/business-news-podcastguid=79944e09-882a-45da-adb6-b24c00a925a6&title=investing-in-china---where-are-the-opportunities" [X Link](https://x.com/GeoffWilsonWAM/status/1879779722441453602) 2025-01-16T06:36Z [----] followers, [---] engagements "The market is predicting a 90%+ chance of a 25bps in Feb. $WLE Lead Portfolio Manager @haupt_matthew with our latest @WilsonAssetMgmt Market Intelligence Update https://t.co/IRsvEBWbaT https://t.co/IRsvEBWbaT" [X Link](https://x.com/GeoffWilsonWAM/status/1884905213406179402) 2025-01-30T10:03Z [----] followers, [----] engagements "The Fed left US rates unchanged as expected. $WGB Lead Portfolio Manager Catriona Burns shares her insights into the key debates for investors surrounding this decision in the latest@WilsonAssetMgmtMarket Intelligence Update. https://t.co/yLNnvIvapI https://t.co/yLNnvIvapI" [X Link](https://x.com/GeoffWilsonWAM/status/1884928913635467678) 2025-01-30T11:37Z [----] followers, [----] engagements "$WLE Lead Portfolio Manager @haupt_matthew shares insights into tariffs and commodities prices moving in the opposite direction to the US$. @WilsonAssetMgmt Market Intelligence Update. https://t.co/5TqyqW85QT https://t.co/5TqyqW85QT" [X Link](https://x.com/GeoffWilsonWAM/status/1886660955435884732) 2025-02-04T06:19Z [----] followers, [----] engagements "@realDonaldTrumps plan to take over Gaza" the impact of the presidency on the energy sector and the importance of clarity on China's tariff resolution π @WilsonAssetMgmt $WLE Lead Portfolio Manager @haupt_matthew on @abcnews https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934 https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934" [X Link](https://x.com/GeoffWilsonWAM/status/1887320304944587165) 2025-02-06T02:00Z [----] followers, [---] engagements ".@realDonaldTrump s plan to take over Gaza" the impact of the presidency on the energy sector and the importance of clarity on China's tariff resolution π @WilsonAssetMgmt $WLE Lead Portfolio Manager @haupt_matthew on @abcnews https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934 https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934" [X Link](https://x.com/GeoffWilsonWAM/status/1887402797618110762) 2025-02-06T07:27Z [----] followers, [----] engagements "$WGB results out. Investment portfolio increased 23.7%. $WGB is trading on a 5% plus fully franked yield and a good discount to NTA ($2.71 Jan05) for anyone looking to buy. Register to join the Interim Results Q&A Webinar on Thursday [--] February [----] at 10:30am (AEDT). The WAM Global (ASX: $WGB) strong investment portfolio performance has allowed the Board of Directors to declare an increased fully franked interim dividend of [---] cents per share as well as a special fully franked dividend of [---] cents per share. Register to join us for the https://t.co/t14gOiGBoD The WAM Global (ASX: $WGB)" [X Link](https://x.com/GeoffWilsonWAM/status/1888808310608134328) 2025-02-10T04:32Z [----] followers, [----] engagements "@RonShamgar @StarDestr0yer Cleaning up corporate leeches when the regular ASIC fails to do its job" [X Link](https://x.com/GeoffWilsonWAM/status/1888873621394984968) 2025-02-10T08:52Z [----] followers, [---] engagements "Lead Portfolio Manager Catriona Burns @WilsonAssetMgmt $WGB gives detailed analysis on the impact of @realDonaldTrump tariffs austerity and investing through this current climate of uncertainty. https://wilsonassetmanagement.com.au/navigating-the-sticker-shock-from-us-tariff-policies/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/navigating-the-sticker-shock-from-us-tariff-policies/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X" [X Link](https://x.com/GeoffWilsonWAM/status/1888978417539842112) 2025-02-10T15:48Z [----] followers, [---] engagements "We all like increasing div. $WLE announces increase in fully franked interim dividend to [---] cents per share. Join our WAM Leaders FY2025 Interim Results Q&A Webinar on Friday [--] March February [----] at 3:00pm (AEDT). WAM Leaders (ASX: $WLE) has announced an increased fully franked interim dividend to [---] cents per share. Register for the WAM Leaders FY2025 Interim Results Q&A Webinar on Friday [--] March February [----] at 3:00pm (AEDT) where the investment team will provide an investment https://t.co/RioY3IxaB4 WAM Leaders (ASX: $WLE) has announced an increased fully franked interim dividend to" [X Link](https://x.com/GeoffWilsonWAM/status/1889842611361599841) 2025-02-13T01:02Z [----] followers, [----] engagements "Thanks Matt. After a number of years of significant outperformance the $WLE investment team have had a tough year. A couple of poor calls and a deliberate underweight on the Banks. Plus the share price discount to NTA increased slightly. Comments from the team The WAM Leaders investment portfolio increased 5.8% during the 12-month to [--] January [----] compared to an increase of 15.2% for the S&P/ASX [---] Accumulation Index. The Investment portfolio performance was impacted by a material underweight in the Australia financials sector in particular the Australian banks which contributed heavily to" [X Link](https://x.com/GeoffWilsonWAM/status/1889969004447752698) 2025-02-13T09:24Z [----] followers, [--] engagements "@RensonSimon @WilsonAssetMgmt @ASX Thanks Simon. $WGB still looks cheap at a solid discount to NTA" [X Link](https://x.com/GeoffWilsonWAM/status/1890334535977521172) 2025-02-14T09:37Z [----] followers, [--] engagements "Good work @haupt_matthew $WLE https://www.afr.com/markets/equity-markets/here-s-how-fund-managers-have-been-trading-the-rba-s-rate-decision-20250217-p5lcmk https://www.afr.com/markets/equity-markets/here-s-how-fund-managers-have-been-trading-the-rba-s-rate-decision-20250217-p5lcmk" [X Link](https://x.com/GeoffWilsonWAM/status/1891413712113737733) 2025-02-17T09:05Z [----] followers, [----] engagements "Deep dive into $WGB Lead Portfolio Manager Catriona Burns US inflation expectations in our latest @WilsonAssetMgmt Market Intelligence Update. $WGB is trading about 10% below its NTA. Looks like the gap has closed from 15% a week ago ππ https://t.co/0SLAjI4JTF https://t.co/0SLAjI4JTF" [X Link](https://x.com/GeoffWilsonWAM/status/1891441615597613117) 2025-02-17T10:56Z [----] followers, [----] engagements "As expected the RBA cut interest rates by 25bps today to 4.1%. What does that mean for the market Deep dive into our Market Intelligence Update from @WilsonAssetMgmt $WLE Lead Portfolio Manager @haupt_matthew https://t.co/h4EMDdfEGY https://t.co/h4EMDdfEGY" [X Link](https://x.com/GeoffWilsonWAM/status/1891722425391366174) 2025-02-18T05:32Z [----] followers, [----] engagements "@RonShamgar Dont try to catch a falling knife. When I read your post Ron I thought of Strathfield Car Radio Ltd that listed around the start of mobile phones. Like $BSA is a good example of the risks investing in a business with one major customer. https://www.moneymag.com.au/rise-fall-strathfield-car-radios https://www.moneymag.com.au/rise-fall-strathfield-car-radios" [X Link](https://x.com/GeoffWilsonWAM/status/1891932554543943706) 2025-02-18T19:27Z [----] followers, [---] engagements "$WMI results are out. The investment portfolio outperformed the S&P/ASX Small Ordinaries Accumulation Index by 8.9% increasing 14.4% in the six months. The [----] calendar year performance was an increase of 31.7% allowed the Board to declare an increased fully franked interim dividend of [---] cents per share payable on [--] April [----]. Register to join our $WMI FY2025 Interim Results Q&A Webinar on Thursday [--] March [----] at 2:00pm (AEDT) https://x.com/WilsonAssetMgmt/status/1892377917843468563 WAM Microcap (ASX: $WMI) investment portfolio delivered a strong performance in the [----] calendar year" [X Link](https://x.com/GeoffWilsonWAM/status/1893117423248908415) 2025-02-22T01:55Z [----] followers, [----] engagements "@WilsonAssetMgmt @LelSmits @TheStockNet Nick who runs $WMA is excellent. $WMA exceptional value at a great discount" [X Link](https://x.com/GeoffWilsonWAM/status/1895345955811271168) 2025-02-28T05:31Z [----] followers, [---] engagements "@wambonecap @RodneyForrest_R Ha. FYI $WAR doesnt charge a fee on the $WGB holding. $WGB is up 8%+ in Feb. we have a strategy which will become clear. PS buybacks dont work in LICs if you are interested happy to post some good @MstarAus resesrch" [X Link](https://x.com/GeoffWilsonWAM/status/1895941956116848714) 2025-03-01T20:59Z [----] followers, [--] engagements "The stock market sell off was fuelled by the US recession risk $WMX and $WLE lead portfolio manager @haupt_matthew https://www.abc.net.au/news/programs/the-business/2025-03-11/has-recession-risk-in-the-us-fuelled-the-big/105039116 https://www.abc.net.au/news/programs/the-business/2025-03-11/has-recession-risk-in-the-us-fuelled-the-big/105039116" [X Link](https://x.com/GeoffWilsonWAM/status/1899595052239970347) 2025-03-11T22:55Z [----] followers, [---] engagements "@TheAuzzieBull @RodneyForrest_R No belittling from my end. Have you adjusted for the tax paid on the significantly higher yield in $WAM" [X Link](https://x.com/GeoffWilsonWAM/status/1899761047487263019) 2025-03-12T09:55Z [----] followers, [---] engagements "Looking forward to chatting with our [----] shareholders tomorrow about $WMA and why its exceptional value with the share price nearly 20% below its assets Reminder ππ: Join us for the WAM Alternative Assets FY2025 Interim Results Q&A Webinar on Friday [--] March [----] at 2:00pm (AEDT). Director and Investment Advisory @GeoffWilsonWAM and Portfolio Manager Nick Kelly will provide an investment portfolio update and host an extended https://t.co/3g0rxvrLqQ Reminder ππ: Join us for the WAM Alternative Assets FY2025 Interim Results Q&A Webinar on Friday [--] March [----] at 2:00pm (AEDT). Director and" [X Link](https://x.com/GeoffWilsonWAM/status/1902577551547228587) 2025-03-20T04:26Z [----] followers, [----] engagements "$WGB Lead Portfolio Manager Catriona Burns interview on @LivewireMarkets with Vishal Teckchandani discussed current market opportunity in global small and mid-caps key investment criterion and four stocks to watch $HEM $RBA $TW $EVD https://www.livewiremarkets.com/wires/the-case-for-global-small-and-mid-caps-a-25-discount-and-4-stocks-to-watch https://www.livewiremarkets.com/wires/the-case-for-global-small-and-mid-caps-a-25-discount-and-4-stocks-to-watch" [X Link](https://x.com/GeoffWilsonWAM/status/1904002389625167953) 2025-03-24T02:48Z [----] followers, [----] engagements "Welcome to the first edition of The Weeklyπ€π°π Stay informed on the latest investment insights and market outlook along with stock updates from our investment team. Learn more and subscribe for free today: https://wilsonassetmanagement.com.au/the-weekly-navigating-high-levels-of-market-concentration-and-overcrowding/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/the-weekly-navigating-high-levels-of-market-concentration-and-overcrowding/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X" [X Link](https://x.com/GeoffWilsonWAM/status/1904441285685190975) 2025-03-25T07:52Z [----] followers, [----] engagements "This week focuses on navigating market concentration/overcrowding and four high-conviction picks including $CGF $SMP $ALLFG and Evnex (Adamantem Capital)" [X Link](https://x.com/GeoffWilsonWAM/status/1904442242393080073) 2025-03-25T07:56Z [----] followers, [---] engagements "Thank you to @WilsonAssetMgmt $WMA Portfolio Manager Nick Kelly for the insightful chat We sat down to discuss what inspired Nick to join the team his experience and passion for alternative assetsthe current $WMA portfolio and opportunities for growthand a life-changing experience. https://twitter.com/i/web/status/1905037881124819302 https://twitter.com/i/web/status/1905037881124819302" [X Link](https://x.com/GeoffWilsonWAM/status/1905037881124819302) 2025-03-26T23:23Z [----] followers, [---] engagements "@IMFletcher70 @88888sAccount Irwin your keeping it all for yourself $WMX" [X Link](https://x.com/GeoffWilsonWAM/status/1905549770040729835) 2025-03-28T09:17Z [----] followers, [---] engagements "@IMFletcher70 @88888sAccount Im with you. Up to my eyeballs in $WGB$WLE$WAR and now $WMX. You can never have too much of a good thing π" [X Link](https://x.com/GeoffWilsonWAM/status/1905566322693672995) 2025-03-28T10:23Z [----] followers, [--] engagements "Buy when there is blood in the streets. Investing is about time in the market. @LivewireMarkets with @WilsonAssetMgmt $WGB Lead PM Catriona Burns $WLE Lead PM @haupt_matthew $WAM Lead PM Oscar Oberg and myself https://www.livewiremarkets.com/wires/who-s-afraid-of-a-little-volatility-the-asx-and-global-stocks-the-wam-team-are-buying-and-the-risks-to-watch https://www.livewiremarkets.com/wires/who-s-afraid-of-a-little-volatility-the-asx-and-global-stocks-the-wam-team-are-buying-and-the-risks-to-watch" [X Link](https://x.com/GeoffWilsonWAM/status/1908025892783485166) 2025-04-04T05:16Z [----] followers, [----] engagements "Uncertainty looms large as global markets fall following @POTUS Trump administrations Liberation Day last week. Watch as @WilsonAssetMgmt $WGB Senior Investment Analyst Will Liu and Investment Analyst Will Thompson share their reaction and insights" [X Link](https://x.com/GeoffWilsonWAM/status/1909121649515069855) 2025-04-07T05:50Z [----] followers, [----] engagements "The New York-based members of our $WGB investment team dive into the impact of the Trump tariffs $WGB investment portfolio positioning share a high-conviction stock pick Marketaxess Holdings (NASDAQ: $MKTX) and investment opportunities arising from the volatility. https://wilsonassetmanagement.com.au/liberation-day-from-new-york/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/liberation-day-from-new-york/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X" [X Link](https://x.com/GeoffWilsonWAM/status/1909121756146868423) 2025-04-07T05:51Z [----] followers, [---] engagements "Simon it is definitely true that your father was a big investor in resource companies. He bid for $BHP and had a very successful resource company call Bell Resources Ltd. He also ran Bell Group Ltd which I analysed in the early 80s while I worked as a research analyst at a stockbroker. He was a true gentleman and one of the great investors" [X Link](https://x.com/GeoffWilsonWAM/status/1910924266469797896) 2025-04-12T05:13Z [----] followers, [---] engagements "Thank you to all who attended this morning with WAM Income Maximiser now officially listed on the Australian Securities Exchange (ASX) under the ticker $WMX. The entire Wilson Asset Management team have invested in the $WMX IPO and we thank all of our shareholders for their continued support. https://twitter.com/i/web/status/1917454943629500895 https://twitter.com/i/web/status/1917454943629500895" [X Link](https://x.com/GeoffWilsonWAM/status/1917454943629500895) 2025-04-30T05:44Z [----] followers, [----] engagements "Great read @WilsonAssetMgmt $WMA Portfolio Manager Nick Kelly shares why he believes that LICs are a superior structure for delivering long-term performance for investors in alternative assets. Learn more via @LivewireMarkets: https://www.livewiremarkets.com/wires/why-lic-s-are-a-superior-structure-to-access-for-alternative-asset-opportunities https://www.livewiremarkets.com/wires/why-lic-s-are-a-superior-structure-to-access-for-alternative-asset-opportunities" [X Link](https://x.com/GeoffWilsonWAM/status/1917823516201869708) 2025-05-01T06:08Z [----] followers, [---] engagements "Catriona Burns LPM on @LivewireMarkets Fund in Focus. $WGBs active investment approach undervalued small and mid-cap stocks with potential right now and how $WGB are managing risk in a volatile market. $EVD $RBA https://www.livewiremarkets.com/wires/how-wam-global-s-active-approach-drives-record-dividends https://www.livewiremarkets.com/wires/how-wam-global-s-active-approach-drives-record-dividends" [X Link](https://x.com/GeoffWilsonWAM/status/1919256848579912043) 2025-05-05T05:04Z [----] followers, [----] engagements "@realDonaldTrump would like the Fed to cut interest rates. Its not that simple. Our latest Market Intelligence Update from @WilsonAssetMgmt $WGB LPM and Deputy CEO Catriona Burns. https://wilsonassetmanagement.com.au/the-fed-is-staying-put-not-exercising-its-put/ https://wilsonassetmanagement.com.au/the-fed-is-staying-put-not-exercising-its-put/" [X Link](https://x.com/GeoffWilsonWAM/status/1919685802701029570) 2025-05-06T09:28Z [----] followers, [---] engagements "Fascinating read on the global AI chip trade war between $NVDA and Huawei Our New York-based @WilsonAssetMgmt $WGB Deputy Portfolio Manager William Liu sat down with https://wilsonassetmanagement.com.au/huawei-is-catching-up-with-nvidia-with-some-help-from-the-us/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/huawei-is-catching-up-with-nvidia-with-some-help-from-the-us/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X" [X Link](https://x.com/GeoffWilsonWAM/status/1920278483642589496) 2025-05-08T00:44Z [----] followers, [---] engagements "The @AustralianLabor is trying to tax unrealised gains. My view is that it is unfair and illogical. It will have significant consequences. What do you think @PhillipCoorey @JEChalmers @spenderallegra" [X Link](https://x.com/GeoffWilsonWAM/status/1922484729854439668) 2025-05-14T02:50Z [----] followers, 100.4K engagements "Great interview Nick. Keep up the great work for $WGB Read WAM Global (ASX: WGB) Portfolio Manager Nick Healys latest article in Livewire Markets. Nick shares insight into U.S. President Trumps negotiation style and how to navigate global markets through Trump's second presidential term: https://t.co/hbtsBJEJ7f Read WAM Global (ASX: WGB) Portfolio Manager Nick Healys latest article in Livewire Markets. Nick shares insight into U.S. President Trumps negotiation style and how to navigate global markets through Trump's second presidential term: https://t.co/hbtsBJEJ7f" [X Link](https://x.com/GeoffWilsonWAM/status/1923188837104177314) 2025-05-16T01:28Z [----] followers, [----] engagements "@_mandarinbridge @plebcapital @DagdaSouth @WilsonAssetMgmt Incorrect. You need to do a bit more research $WLE high water mark $WAM on on positive performance $WGB high water mark $WMX high water mark $WMA no performance fee etc etc DYOR" [X Link](https://x.com/GeoffWilsonWAM/status/1923207652718289088) 2025-05-16T02:43Z [----] followers, [--] engagements "Taxing unrealised gains must be changed to a tax that works for the Australian economy not against it" [X Link](https://x.com/GeoffWilsonWAM/status/1925282743493198012) 2025-05-21T20:09Z [----] followers, 18.1K engagements "It would be better if we could see more tax reform focused on incentivising risk taking and investment rather than punishing. Rob Scott Wesfarmers CEO Sources speaking on the condition of anonymity said that one of the architects of compulsory superannuation former union leader Kelty was strongly opposed to the $3 million threshold not being indexed and to the proposed taxation of unrealised gains. https://www.afr.com/policy/tax-and-super/aware-super-wesfarmers-and-kelty-join-super-tax-fight-20250522-p5m1f2 https://twitter.com/i/web/status/1925673401412149314" [X Link](https://x.com/GeoffWilsonWAM/status/1925673401412149314) 2025-05-22T22:01Z [----] followers, 17K engagements "Im enjoying the Big Print. Well written @hungrihungarian @GeoffWilsonWAM @seanclarke911 @rationalaussie @AlboMP Geoff will be after @seanclarke911 s podcast and reading the big print. https://t.co/HMFM5oAWoQ @hungrihungarian @GeoffWilsonWAM @seanclarke911 @rationalaussie @AlboMP Geoff will be after @seanclarke911 s podcast and reading the big print. https://t.co/HMFM5oAWoQ" [X Link](https://x.com/GeoffWilsonWAM/status/1925892263000838150) 2025-05-23T12:31Z [----] followers, [----] engagements "Taxing unrealised gains must be removed from the bill as politicians and judges are exempt Jim Chalmers setting the Prime Ministers unrealised gains tax rules is an unmanageable conflict of interest. https://t.co/NiYzyMH7JA Jim Chalmers setting the Prime Ministers unrealised gains tax rules is an unmanageable conflict of interest. https://t.co/NiYzyMH7JA" [X Link](https://x.com/GeoffWilsonWAM/status/1926602212333015481) 2025-05-25T11:32Z [----] followers, 12.4K engagements "Insights from the $WGB team mentioning $V and $TRU WAM Global's ($WGB) William Liu and Will Thompson discuss global market rebounds following recent volatility the evolving investment strategies amid ongoing uncertainty as well as the growing influence of AI across sectors and consumer resilience. Watch: https://t.co/8c0XBniX1G WAM Global's ($WGB) William Liu and Will Thompson discuss global market rebounds following recent volatility the evolving investment strategies amid ongoing uncertainty as well as the growing influence of AI across sectors and consumer resilience. Watch:" [X Link](https://x.com/GeoffWilsonWAM/status/1929482822642815233) 2025-06-02T10:18Z [----] followers, [----] engagements "Stop the tax on unrealised gains. Send a clear message to @JEChalmers sign the petition π https://wilsonassetmanagement.com.au/unrealisedgainstax/ https://wilsonassetmanagement.com.au/unrealisedgainstax/" [X Link](https://x.com/GeoffWilsonWAM/status/1930370900551184838) 2025-06-04T21:07Z [----] followers, 25.3K engagements "Read $WLE and $WMX Deputy Portfolio Manager Anna Milnes Fundie Q&A in the @FinancialReview. Anna gives her thoughts on $GMG $WTC $NXT $SPK $ORI and $CGF. https://wilsonassetmanagement.com.au/wam-sticks-with-miners-and-these-asx-stock-picks/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/wam-sticks-with-miners-and-these-asx-stock-picks/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X" [X Link](https://x.com/GeoffWilsonWAM/status/1933074848034832466) 2025-06-12T08:12Z [----] followers, [---] engagements "Portfolio Manager of $WMA Nick Kelly unpacks how hes investing in the structural shifts shaping our world from food security and ageing populations to energy transformation. Listen to his full podcast episode with Rask here: https://www.raskmedia.com.au/2025/06/18/how-wam-alternatives-wma-is-investing-in-food-scarcity-ageing-energy/ https://www.raskmedia.com.au/2025/06/18/how-wam-alternatives-wma-is-investing-in-food-scarcity-ageing-energy/" [X Link](https://x.com/GeoffWilsonWAM/status/1935605425560572194) 2025-06-19T07:47Z [----] followers, [---] engagements "An important take by $WGB LPM Catriona Burns on why credible central-bank leadership matters. Whether its the Fed post-Powell or the RBNZ post-Orr markets are already pricing the change. https://www.livewiremarkets.com/wires/the-search-for-new-central-bank-leadership https://www.livewiremarkets.com/wires/the-search-for-new-central-bank-leadership" [X Link](https://x.com/GeoffWilsonWAM/status/1940852619880419389) 2025-07-03T19:18Z [----] followers, [---] engagements "Relax big fella doing some hand to hand combat with the Economic Roundtable participants plus [--] company results and annual reports being announced ( $WAM $WLE $WGB $WAX $WMX $WMA $WAR $WMI $WAA $FGG and $FGX. Also running a campaign to take on the investment management of $PMC. Stay safe and STOP the ILLOGICAL and FLAWED TAXING of UNREALISED GAINS https://twitter.com/i/web/status/1958149019160686915 https://twitter.com/i/web/status/1958149019160686915" [X Link](https://x.com/GeoffWilsonWAM/status/1958149019160686915) 2025-08-20T12:48Z [----] followers, [----] engagements "$WAA +41.4% portfolio performance for the year. Also the strongest 6-month performance since inception in [----] an increased fully franked interim dividend plus a special dividend. Shaun Weick explains how in the @FinancialReview : https://wilsonassetmanagement.com.au/wam-active-fund-rides-mining-rally-to-41pc-return/ https://wilsonassetmanagement.com.au/wam-active-fund-rides-mining-rally-to-41pc-return/" [X Link](https://x.com/GeoffWilsonWAM/status/2008408843609641173) 2026-01-06T05:22Z [----] followers, [----] engagements "After the horrific Bondi terrorist attack we are all standing together for what is required - a Federal Royal Commission. Please sign beside me and thousands of fellow concerned Australians. https://www.bondiresponse.com/ https://www.bondiresponse.com/" [X Link](https://x.com/GeoffWilsonWAM/status/2008850969891897348) 2026-01-07T10:39Z [----] followers, [----] engagements "Signed. I stand with every other Australian supporting a Federal Royal Commission as the most credible unifying and transparent way to start dealing with events leading up to the horrific terrorist attack at Bondi and to deal with antisemitism and all forms of extremism which has increased in recent years. https://twitter.com/i/web/status/2009080669344059789 https://twitter.com/i/web/status/2009080669344059789" [X Link](https://x.com/GeoffWilsonWAM/status/2009080669344059789) 2026-01-08T01:52Z [----] followers, [----] engagements "Albaneses grudging acceptance reveals much about our PM. Beautifully written @HenryErgas via @australian https://www.theaustralian.com.au/commentary/anthony-albaneses-grudging-acceptance-reveals-much-about-our-prime-minister/news-story/dfb48b6a56f38bd3b3a89cc17ba90198 https://www.theaustralian.com.au/commentary/anthony-albaneses-grudging-acceptance-reveals-much-about-our-prime-minister/news-story/dfb48b6a56f38bd3b3a89cc17ba90198" [X Link](https://x.com/GeoffWilsonWAM/status/2009202270781755501) 2026-01-08T09:55Z [----] followers, [----] engagements "Content of a private email. Ive been informed this is the most read article on @australian website this morning" [X Link](https://x.com/GeoffWilsonWAM/status/2009386918707155383) 2026-01-08T22:09Z [----] followers, 35.7K engagements "The full article after numerous requests: Nine accused of trivialising mass murder with Jew-hating cartoon https://www.theaustralian.com.au/business/media/nine-accused-of-trivialising-mass-murder-as-chair-urged-to-investigate-jewhating-cartoon/news-story/48c51a4c36b8e24544543e1909c8db7c Content of a private email. Ive been informed this is the most read article on @australian website this morning https://t.co/zv3pqB2XwB" [X Link](https://x.com/GeoffWilsonWAM/status/2009570327534452802) 2026-01-09T10:17Z [----] followers, [----] engagements "Our safety matters. Social cohesion matters. Accountability matters. Well written Danny Berkovic https://www.afr.com/politics/federal/why-wilcox-cartoon-stung-grassroots-bondi-campaign-20260111-p5nt3g https://www.afr.com/politics/federal/why-wilcox-cartoon-stung-grassroots-bondi-campaign-20260111-p5nt3g" [X Link](https://x.com/GeoffWilsonWAM/status/2010253122908938296) 2026-01-11T07:31Z [----] followers, [----] engagements "Nine management had an opportunity to show leadership and apologise immediately.Unfortunately.they failed. This isnt about censorship its about responsibility. After days of silence Nine finally apologises for Jew-hating cartoon https://www.theaustralian.com.au/business/media/after-days-of-silence-nine-finally-apologises-for-jewhating-cartoon/news-story/95dbed42bae1cc43a60216ed1c0f20a3 https://www.theaustralian.com.au/business/media/after-days-of-silence-nine-finally-apologises-for-jewhating-cartoon/news-story/95dbed42bae1cc43a60216ed1c0f20a3" [X Link](https://x.com/GeoffWilsonWAM/status/2010594741742981580) 2026-01-12T06:08Z [----] followers, [----] engagements "@balumbah $WGB π€" [X Link](https://x.com/GeoffWilsonWAM/status/2012495405343502422) 2026-01-17T12:01Z [----] followers, [---] engagements "This episode of @Diary_Of_A_CEO is well worth listening to @TonyRobbins Tony I am so deeply grateful for everything you have done for me over the last four decades. I still remember my early days at Oracle searching for leadership and a way to move my career forward. I saw your Personal Power infomercial and bought the cassettes; suddenly my daily Tony I am so deeply grateful for everything you have done for me over the last four decades. I still remember my early days at Oracle searching for leadership and a way to move my career forward. I saw your Personal Power infomercial and bought the" [X Link](https://x.com/GeoffWilsonWAM/status/2014290101694763206) 2026-01-22T10:52Z [----] followers, [----] engagements "Taxing unrealised gains will be a disaster with significant unintended consequences. We fought against this insane tax and succeeded to stop it in Australia . Please refer to more than [---] pages of detailed research which shows the negative impact in $Billions taxing unrealised gains will have on an economy. @WilsonAssetMgmt https://twitter.com/i/web/status/2016611915863380131 https://twitter.com/i/web/status/2016611915863380131" [X Link](https://x.com/GeoffWilsonWAM/status/2016611915863380131) 2026-01-28T20:38Z [----] followers, [---] engagements "@recouso Stupidity. We fought this in Australia and stop taxing unrealised gains. The negative unintended consequences will cost Norway $Billion" [X Link](https://x.com/GeoffWilsonWAM/status/2016685438602518675) 2026-01-29T01:30Z [----] followers, [---] engagements "$WAA continues to deliver strong investment portfolio outperformance +7.0% in Jan and +40.6% since the start of FY26. Its currently trading cum entitlement today and Monday. A good way to get exposure to $WAAs flexible investment strategy The WAM Active (ASX: $WAA) Board hasannounceda [--] for 3pro-rata non-renounceableEntitlement Offerfor shareholders at an issue price of $1.00per New Share representing a 7.8% discountto the [--] January [----] share price. More information here: https://t.co/wNuEBrTcid The WAM Active (ASX: $WAA) Board hasannounceda [--] for 3pro-rata non-renounceableEntitlement" [X Link](https://x.com/GeoffWilsonWAM/status/2017048574417392012) 2026-01-30T01:33Z [----] followers, [----] engagements "@rampart_news @mrjoeaston A great interview Nick and Joe. Thank you" [X Link](https://x.com/GeoffWilsonWAM/status/2018283641475121615) 2026-02-02T11:21Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GeoffWilsonWAM Geoff WilsonGeoff Wilson's company, Wilson Asset Management, is opposed to the Australian Labor Party's plan to tax unrealised gains, which they believe will have significant unintended consequences and harm small businesses, tech, and start-up industries. The proposed tax is on gains that may never be made, sparking concerns about fairness and its impact on investment and employment. Critics argue it will stifle growth and is unfair to Australians.
Social category influence finance 66.67% stocks 11.76% cryptocurrencies 10.78% countries 4.9% travel destinations 1.96% exchanges 1.96% technology brands 1.96%
Social topic influence wilson #2523, investment 36.27%, $wle 29.41%, $wgb 27.45%, $wma 11.76%, stocks 8.82%, $wam 6.86%, $wmx 6.86%, strong 5.88%, dividend 5.88%
Top accounts mentioned or mentioned by @wilsonassetmgmt @hauptmatthew @livewiremarkets @asx @realdonaldtrump @abcnews @wilsonassetmgmts @financialreview @australian @skynewsaust @realdonaldtrumps @ronshamgar @rodneyforrestr @imfletcher70 @88888saccount @jechalmers @guardian @jimmymarlay @aliciabarry @asxs
Top assets mentioned WAM (WAM) Telos Corp (TLS) Spark (SPK) Agilon Health, Inc. (AGL) Tradeweb Markets Inc. Class A Common Stock (TW) Ritchie Bros. Auctioneers Incorporated (RBA) Iagon (IAG) Anzen Token (ANZ) WorldBrain Coin (WBC) Carlisle Companies, Inc. (CSL) Banco Latinoamericano de Comercio Exterior, S.A (BLX) Mainframe (MFT) AMC Entertainment Holdings, Inc. (AMC) BlackLine, Inc. Common Stock (BL) Minswap (MIN)
Top posts by engagements in the last [--] hours
"Reform isnt about raising more tax its about redirecting capital to where it grows jobs & innovation for the benefit of all Australians. Holistic thinking not short term tax grabs. Thoughts"
X Link 2026-02-09T22:47Z [----] followers, [----] engagements
"A strong result from $WAR yesterday. Solid progress delivering for shareholders. Still trading at a discount. Time to add. Register for the webinar: https://globalmeet.webcasts.com/starthere.jspei=1748373&tp_key=a82310bfef&sti=geoff-x WAM Strategic Value (ASX: $WAR) has announced its interim results with the investment portfolio up 9.8% over six months and 14.9% over [--] months to [--] Dec [----]. Operating profit before tax increased 200.7% over the period. Register for the webinar here: https://t.co/ZXGmgDAQY1 https://t.co/8WHxxf6PbU"
X Link 2026-02-11T20:23Z [----] followers, [----] engagements
"A +49% increase in dividends payable for [----] $FGG . Good to still buy at a discount. Ive just put on a top up order at $1.55 The FY2025 results and register for the $FGG and ask me a question. Q&A Webinar: https://futuregeninvest.com.au/wp-content/uploads/2026/02/FGG_FY2025_MediaRelease_announce-1-1.pdf https://futuregeninvest.com.au/wp-content/uploads/2026/02/FGG_FY2025_MediaRelease_announce-1-1.pdf"
X Link 2026-02-09T01:59Z [----] followers, [----] engagements
"Have a great day"
X Link 2026-02-14T01:09Z [----] followers, [---] engagements
"$WGB outperformed the MSCI World Index in July and remains invested in high quality resilient businesses with a catalyst for growth. Remember when investing its time in the market. Its always incredibly difficult to anticipate the tops and bottoms of markets π¬ What drove the global sell-off $WGB Portfolio Manager Nick Healy spoke to The @guardian to explain what caused the market meltdown noting that US data proved to be softer than expectations. Against this mixed backdrop the WAM Global investment portfolio remains invested in What drove the global sell-off $WGB Portfolio Manager Nick"
X Link 2024-08-07T04:40Z [----] followers, [----] engagements
"$WAM $WAA and $WMI Lead Portfolio Manager Oscar Oberg chats about the reporting season for mids and smalls. Plus $EML and $SMP. $EML is a classic turnaround with a now-clean balance sheet and $SMP could double its earnings with their NZ business roll-out. $WAM $WMI $WAX and $WAA Lead Portfolio Manager Oscar Oberg featured on @LivewireMarkets Views from the Top series. Oscar and @Jimmy_Marlay took a deep dive into the small to mid-cap market discussing the upcoming reporting season specific stocks that he thinks will $WAM $WMI $WAX and $WAA Lead Portfolio Manager Oscar Oberg featured on"
X Link 2024-08-08T06:07Z [----] followers, [----] engagements
"$WLE investment team believes (minus the global corporate insurer $QBE hit today by concerns the global premium rate cycle is softening) the domestic insurance sector will be a likely standout of the ASX200 this reporting season. $MPL and $IAG are $WLEs preferred plays with a focus on the direct home and motor markets. @ABCNews reporting season preview featured insights from $WLE Senior Investment Analyst Anna Milne. She provided financial markets commentary in relation to the year ahead the consumer discretionary sector and why insurance companies are likely to be a stand-out this reporting"
X Link 2024-08-09T06:15Z [----] followers, [----] engagements
"Another great podcast Sean. Thank you for including Anna from $WLE @WilsonAssetMgmt discussing some of the market heavyweights $CBA $TLS and $GMG On the Fear + Greed Podcast today $WLE Senior Investment Analyst Anna Milne discusses her reporting season expectations for $CBA $TLS $GMG and more. Listen to Annas insights here: https://t.co/66fnP4cZcV On the Fear + Greed Podcast today $WLE Senior Investment Analyst Anna Milne discusses her reporting season expectations for $CBA $TLS $GMG and more. Listen to Annas insights here: https://t.co/66fnP4cZcV"
X Link 2024-08-12T09:47Z [----] followers, [----] engagements
"Senior Investment Analyst Sam Koch comments on $AGL. Is on its way to a cleaner energy future AGL held by $WLE Plus a comment on controversial $SWM Wilson Asset Management small to mid-cap Senior Investment Analyst Sam Koch was on @abcnews' The Business last night discussing yesterdays standout reporting season results with @Alicia_Barry. Watch Sams interview to hear his thoughts on Seven Group Holding (ASX: $SVW) and Wilson Asset Management small to mid-cap Senior Investment Analyst Sam Koch was on @abcnews' The Business last night discussing yesterdays standout reporting season results with"
X Link 2024-08-15T04:39Z [----] followers, [----] engagements
"Pleasing to see after the pain of yesteryear π $AGL is now in a much stronger position than two years ago as it builds out its clean energy transition. Its held by $WLE $WLE Portfolio Manager John Ayoub spoke to the AFR about $AGL announcements on their earnings their plan to exit coal power and their new chairman announcement with Miles George taking over from Patricia McKenzie in February [----]. Johns full comments here: $WLE Portfolio Manager John Ayoub spoke to the AFR about $AGL announcements on their earnings their plan to exit coal power and their new chairman announcement with Miles"
X Link 2024-08-15T04:42Z [----] followers, [----] engagements
"$WLEs Hailey Kim says $TWE is a buy. Current valuation does not reflect its strong growth outlook and global distribution modelπ·π WAM Leaders (ASX: $WLE) Investment Analyst Hailey Kim spoke to @LivewireMarkets earlier on Treasury Wine Estates' (ASX: $TWE) first full-year result since China removed its tariffs on Australian wine imports. Find out Haileys view on the results and whether she thinks ASX: TWE https://t.co/yhK6C6gx3U WAM Leaders (ASX: $WLE) Investment Analyst Hailey Kim spoke to @LivewireMarkets earlier on Treasury Wine Estates' (ASX: $TWE) first full-year result since China"
X Link 2024-08-15T08:32Z [----] followers, [---] engagements
"$WLE's increased fully franked full year dividend due to strong investment portfolio performance since inception. After a tough year the portfolio is well positioned to perform. The team look forward to answering all questions at the FY2024 Full Year Results Webinar. You can register via the link at @WilsonAssetMgmt WAM Leaders (ASX: $WLE) has announced their FY2024 results with the Board of Directors increasing the fully franked full year dividend for shareholders to [---] cents per share. Please read the Letter from the Chairman in the Annual Report for further detail. On Tuesday 10"
X Link 2024-08-26T08:46Z [----] followers, [----] engagements
"$WGB's discount to net tangible assets (NTA) narrowed to 7.7% from 18.7%. Looking forward to the $WGB trading at NTA or a premium. Join the team for the Q&A Webinar next Wednesday. You can register via the link in the @wilsonassetmgmt post. The WAM Global (ASX: $WGB) investment portfolio increased 15.4%during the [----] financial year leading the Board of Directors to declare a fully franked final dividend of [---] cents per share bringing the fully franked full year dividend to [----] cents per share. On Wednesday [--] https://t.co/bdCRDvWg8h The WAM Global (ASX: $WGB) investment portfolio increased"
X Link 2024-08-27T04:56Z [----] followers, [----] engagements
"$WLE's @haupt_matthew said that Australian banks ($NAB $CBA $ANZ $WBC) are at their peak earnings for this part of the cycle. In the current economic environment WLE sees value in healthcare consumer staples and utilties stocks within the ASX200. Following $BEN's earnings update yesterday $WLE Lead Portfolio Manager @haupt_matthew said Bendigo had shown a strengthening lending margin with not much to dislike. But he cautioned that the bank and its rivals had shown they were at peak earnings. Read more: Following $BEN's earnings update yesterday $WLE Lead Portfolio Manager @haupt_matthew said"
X Link 2024-08-27T05:05Z [----] followers, [----] engagements
"$WMA performed well in FY2024. The portfolio offers retail investors access to a diversified portfolio of quality alternative investments. Join PM Dania Zinurova IC Member Sally Box and myself for the WMA FY2024 Q&A Webinar on [--] September. Register and ask your questions beforehand via the link in @wilsonassetmgmt's post. The WAM Alternative Assets Limited (ASX: $WMA) investment portfolio increased 5.1% in the [----] financial year. Since Wilson Asset Management was appointed as Investment Manager in October [----] the investment portfolio has increased 9.8% per annum supported by [--] investment"
X Link 2024-08-29T20:38Z [----] followers, [----] engagements
"$WGB outperformed the MSCI World SMID Cap Index by 9.7% in FY2024. Still can buy $WGB at a discount to NTA Yesterday $WGB held their FY2024 Full Year Results Q&A Webinar. Lead Portfolio Manager Catriona Burns spoke about how potential interest rate cuts should provide a catalyst to allow high quality small cap stocks to outperform and broaden returns. Read the full article in The https://t.co/Kh5kzZjlc7 Yesterday $WGB held their FY2024 Full Year Results Q&A Webinar. Lead Portfolio Manager Catriona Burns spoke about how potential interest rate cuts should provide a catalyst to allow high"
X Link 2024-09-05T06:17Z [----] followers, [----] engagements
"Ask @haupt_matthew et al any questions about @ASX top [---] companies at 2pm today (Sydney time) for the $WLE FY2024 Full Year Results Q&A Webinar Today at 2:00pm (AEST) we will be hosting the WAM Leaders (ASX: $WLE) FY2024 Full Year Results Q&A Webinar. Join Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub for an update on the investment portfolio and the opportunity to ask questions in an extended https://t.co/TfCHC9JEYo Today at 2:00pm (AEST) we will be hosting the WAM Leaders (ASX: $WLE) FY2024 Full Year Results Q&A Webinar. Join Lead Portfolio Manager Matthew Haupt and"
X Link 2024-09-10T02:01Z [----] followers, [---] engagements
"Since [----] @WilsonAssetMgmt has been managing the $WMA investment portfolio +9.8% per annum : [--] investment exits achieved at a weighted average premium to NTA on exit of 34.5% find out more from our PM Dania Zinurova This week WAM Alternative Assets (ASX: $WMA) Portfolio Manager Dania Zinurova will be presenting at the #SMSF Trustee Empowerment Day. Register now to join this event and learn about investing in alternative assets through a listed investment company structure via: https://t.co/0lxjQAThDF This week WAM Alternative Assets (ASX: $WMA) Portfolio Manager Dania Zinurova will be"
X Link 2024-09-16T04:57Z [----] followers, [----] engagements
"$WMA Webinar today at 2:00pm (Sydney time) $WMA is the only LIC on the @ASX that offers retail and wholesale investors access to a diversified portfolio of alternative assets typically only accessible to institutional investors. The link to register is in @wilsonassetmgmts post Today at 2:00pm (AEST) we will be hosting the WAM Alternative Assets (ASX: $WMA) FY2024 Full Year Results Q&A Webinar. Join Wilson Asset Management Chairman and Chief Investment Officer @GeoffWilsonWAM WAM Alternative Assets Portfolio Manager Dania Zinurova and Investment https://t.co/fCZ6cHqKgQ Today at 2:00pm (AEST)"
X Link 2024-09-17T01:25Z [----] followers, [----] engagements
"$WLE has identified $TLS as one of the @ASX's prime #AI beneficiaries. @haupt_matthew says that AI is only as powerful as the infrastructure behind it and $TLS network is key to connecting data businesses and AI-driven innovation π WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew spoke at the [----] Livewire Live event this week. On the Seismic Shifts panel Matt discussed Australia's cost-of-living pressures key economic indicators that he and the $WLE team are keeping an eye on and how https://t.co/h7aMB2hl3W WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew spoke at"
X Link 2024-09-19T06:37Z [----] followers, [----] engagements
"$WLE sees value in defensive sectors of the ASX200 including telecommunications and healthcare. At Livewire Live last week @haupt_matthew nominated $TLS $SPK and $CSL as stock picks with attractive valuations π Featuring WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew Livewire Live 2024s seismic shifts panel discussed five far-reaching trends happening now and how to take advantage of them. - Watch the full discussion here: https://t.co/Umw359LfeC - Read the panel recap https://t.co/ENzOS8whSa Featuring WAM Leaders (ASX: $WLE) Lead Portfolio Manager @haupt_matthew Livewire Live"
X Link 2024-09-24T07:03Z [----] followers, [----] engagements
"$WMA is the only #LIC on the @ASX that offers investors access to a diversified portfolio of #privatemarket alternative assets. Ive been buying around the $1.03 level as its the cheapest of the @WilsonAssetMgmt #LICs . WAM Alternative Assets Portfolio Manager (ASX: $WMA) and thought leader @DZinurova recently spoke at the SMSF Trustee Empowerment Day [----] with an insightful session on Building resilient portfolios with alternative assets. Watch here: https://t.co/ZYlWd0FG1T #Investment WAM Alternative Assets Portfolio Manager (ASX: $WMA) and thought leader @DZinurova recently spoke at the"
X Link 2024-10-11T02:42Z [----] followers, [----] engagements
"The latest stock picks from our small to mid-cap investment team are in Find out why they believe that Beacon Lighting (ASX: $BLX) @Mainfreight (ASX: $MFT) Nick Scali (ASX: $NCK) and more are compelling investment opportunities. Follow @WilsonAssetMgmt to keep your finger on the pulse with the latest investment insights and market updates. #Investment #StockPicks #Trending The most recent stock picks from our small to mid-cap investment team are in Watch Talking Stocks with Sam Koch Will Thompson and Cooper Rogers to find out why they believe these three stocks (and more) are compelling"
X Link 2024-10-23T00:09Z [----] followers, [----] engagements
"$WMA is the best value @WilsonAssetMgmt #LIC on the market. Time to buy is now Could investing in food and water be exactly what your portfolio needs @WilsonAssetMgmt's Dania Zinurova takes Livewire through the big themes she invests in. #alternativesinfocus https://t.co/mn0bvMwNAo Could investing in food and water be exactly what your portfolio needs @WilsonAssetMgmt's Dania Zinurova takes Livewire through the big themes she invests in. #alternativesinfocus https://t.co/mn0bvMwNAo"
X Link 2024-10-23T11:56Z [----] followers, [----] engagements
"Stock picks for $WLE while Matt and Johnny are on the dealing desk. $SPK and $AMC are two of their favoured holdings. Follow @WilsonAssetMgmt to keep your finger on the pulse with the latest investment insights and market updates. #Investing #Investment #StockPicks Stock picks from our WAM Leaders (ASX: $WLE) large cap investment team are in Watch Talking Stocks with Anna Milne and Hailey Kim to find out why these are two of their favoured holdings in the investment portfolio: @SparkNZ (ASX: $SPK) and Amcor (ASX: $AMC). Learn more https://t.co/ZtRaZg51NM Stock picks from our WAM Leaders (ASX:"
X Link 2024-10-25T09:22Z [----] followers, [----] engagements
"Love this @ASX Ideas Exchange podcast Our US-based WAM Global (ASX: $WGB) Lead Portfolio Manager Catriona Burns sat down with Rory Cunningham to review the current state of the market and the anticipated impact of geopolitics the US election and interest rates on WAM Global's key investment themes. #Investment #podcast #Finance #USElection2024 https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange https://twitter.com/i/web/status/1852067440982900916 https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange"
X Link 2024-10-31T19:17Z [----] followers, [---] engagements
"Big win for @realDonaldTrump and the @GOP π³ Our US-based WAM Global (ASX: $WGB) Lead Portfolio Manager Catriona Burns sat down with Rory Cunningham at @ASX ahead of the election to review the current state of the market the anticipated impact of geopolitics the US election and interest rates on WAM Global's key investment themes. Learn more here: #USAElection2024 #USAElection #Trump https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange https://www.asx.com.au/investors/investment-tools-and-resources/asx-on-demand#ideas-exchange"
X Link 2024-11-06T09:14Z [----] followers, [----] engagements
"@WilsonAssetMgmt and $WGB Lead portfolio manager live on #WallSt with Ross Greenwood @SkyNewsAust talking markets. Last time @realDonaldTrump was @POTUS45 the @DowJones rallied +50%"
X Link 2024-11-06T20:31Z [----] followers, [---] engagements
"Some WAM Capital (ASX: $WAM) stock picks. Find out why the team believe these four stocks are compelling investment opportunities: NRW Holdings $NWH ServiceStream $SSM GenusPlus Group $GNP Austin Engineering $ANG #Investment #Mining #StockPicks The latest WAM Capital (ASX: WAM) stock picks are in. Lead Portfolio Manager Oscar Oberg and Senior Investment Analyst Shaun Weick returned from meeting with mining and mining services companies in Perth last week with fresh insights and four top stock picks. Find out why they https://t.co/i09Rz2Fny3 The latest WAM Capital (ASX: WAM) stock picks are"
X Link 2024-11-06T23:30Z [----] followers, [----] engagements
"Im excited. C u then at 6am Anthony. Will not be having a late one as we have our eight #LIC AGMs the next day $WAM $WLE etc Christmas Drinks Invitation has been sent out. If you have shown interest and I have taken your email please check it this morning. Christmas Drinks Invitation has been sent out. If you have shown interest and I have taken your email please check it this morning"
X Link 2024-11-08T00:39Z [----] followers, [----] engagements
"Sumit Gautum founder of Scalar Gauge #StockPick is $BL @BlackLine share price forecast to increase +80% @SohnHeartsMinds @SohnConf"
X Link 2024-11-14T22:40Z [----] followers, [---] engagements
"Some great investment insights from $WGB Senior Investment Analyst William Liu on Chinas rapidly evolving economy. #Investment #China #FinanceNews https://wilsonassetmanagement.com.au/exploring-chinas-investment-landscape-insights-from-wam-globals-asx-wgb-william-liu/ https://wilsonassetmanagement.com.au/exploring-chinas-investment-landscape-insights-from-wam-globals-asx-wgb-william-liu/"
X Link 2024-11-29T04:00Z [----] followers, [---] engagements
"@k311126 @DavidPocock @ausgov @FinancialReview Thanks Sam. $WLE holds shares in $MIN"
X Link 2024-12-04T02:13Z [----] followers, [---] engagements
"Tomorrow ask us all any questions about the #stockmarket individual stocks etc Lead Portfolio Manager Matthew Haupt Portfolio Manager John Ayoub and myself from @WilsonAssetMgmt who manage the $WLE investment portfolio 2:00pm AEDT on Thursday [--] December [----] (tomorrow). Register π #Investment #LargeCap #Shareholders https://globalmeet.webcasts.com/starthere.jspei=1701072&tp_key=683bf5ad01&sti=geoffx https://globalmeet.webcasts.com/starthere.jspei=1701072&tp_key=683bf5ad01&sti=geoffx"
X Link 2024-12-11T03:17Z [----] followers, [----] engagements
"Thank you for joining the $WLE Webinar today. A big attendance πStill going 1hr 40min into the presentation. Great questions. Im buying $WLE currently as I like buying assets cheaply @WilsonAssetMgmt"
X Link 2024-12-12T04:43Z [----] followers, [----] engagements
"Excellent podcast by @EquityMates with WAM Global (ASX: $WGB) Lead PM Catriona Burns.Mentioning @Tradeweb $TW Thank you as always Bryce and Ren for an insightful and comprehensive podcast chat ππ§ Listen hereπ @WilsonAssetMgmt #Investment #FinanceNews #Podcast https://equitymates.com/episode/catriona-burns-compounding-really-is-your-friend-finding-long-term-structural-winners-summer-series/ https://twitter.com/i/web/status/1874763863096242249 https://equitymates.com/episode/catriona-burns-compounding-really-is-your-friend-finding-long-term-structural-winners-summer-series/"
X Link 2025-01-02T10:25Z [----] followers, [---] engagements
"$WLE Senior Investment Analyst Anna Milnes interview on Business Now for @SkyNewsAust with @eboyd_journo. They discussed WAM Leaders [----] outlook the impact of @realDonaldTrumps inauguration and more. #LargeCap #Investment https://www.skynews.com.au/business/markets/banking-sectors-strong-2024-performance-impacted-asx-200-results/video/3d67db988ef9e2dcde9b9f57af282991 https://www.skynews.com.au/business/markets/banking-sectors-strong-2024-performance-impacted-asx-200-results/video/3d67db988ef9e2dcde9b9f57af282991"
X Link 2025-01-14T11:33Z [----] followers, [---] engagements
"What are the opportunities in China the world's second largest economy economy $WGBSenior Investment Analyst William Liu shares his outlook on@PodcastFearwith Sean Aylmer. #Investment #Podcast #China https://fearandgreed.com.au/business-news-podcastguid=79944e09-882a-45da-adb6-b24c00a925a6&title=investing-in-china---where-are-the-opportunities https://fearandgreed.com.au/business-news-podcastguid=79944e09-882a-45da-adb6-b24c00a925a6&title=investing-in-china---where-are-the-opportunities"
X Link 2025-01-16T06:36Z [----] followers, [---] engagements
"The market is predicting a 90%+ chance of a 25bps in Feb. $WLE Lead Portfolio Manager @haupt_matthew with our latest @WilsonAssetMgmt Market Intelligence Update https://t.co/IRsvEBWbaT https://t.co/IRsvEBWbaT"
X Link 2025-01-30T10:03Z [----] followers, [----] engagements
"The Fed left US rates unchanged as expected. $WGB Lead Portfolio Manager Catriona Burns shares her insights into the key debates for investors surrounding this decision in the latest@WilsonAssetMgmtMarket Intelligence Update. https://t.co/yLNnvIvapI https://t.co/yLNnvIvapI"
X Link 2025-01-30T11:37Z [----] followers, [----] engagements
"$WLE Lead Portfolio Manager @haupt_matthew shares insights into tariffs and commodities prices moving in the opposite direction to the US$. @WilsonAssetMgmt Market Intelligence Update. https://t.co/5TqyqW85QT https://t.co/5TqyqW85QT"
X Link 2025-02-04T06:19Z [----] followers, [----] engagements
"@realDonaldTrumps plan to take over Gaza" the impact of the presidency on the energy sector and the importance of clarity on China's tariff resolution π @WilsonAssetMgmt $WLE Lead Portfolio Manager @haupt_matthew on @abcnews https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934 https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934"
X Link 2025-02-06T02:00Z [----] followers, [---] engagements
".@realDonaldTrump s plan to take over Gaza" the impact of the presidency on the energy sector and the importance of clarity on China's tariff resolution π @WilsonAssetMgmt $WLE Lead Portfolio Manager @haupt_matthew on @abcnews https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934 https://www.abc.net.au/news/programs/the-business/2025-02-05/market-volatility-higher-energy-prices-expected/104901934"
X Link 2025-02-06T07:27Z [----] followers, [----] engagements
"$WGB results out. Investment portfolio increased 23.7%. $WGB is trading on a 5% plus fully franked yield and a good discount to NTA ($2.71 Jan05) for anyone looking to buy. Register to join the Interim Results Q&A Webinar on Thursday [--] February [----] at 10:30am (AEDT). The WAM Global (ASX: $WGB) strong investment portfolio performance has allowed the Board of Directors to declare an increased fully franked interim dividend of [---] cents per share as well as a special fully franked dividend of [---] cents per share. Register to join us for the https://t.co/t14gOiGBoD The WAM Global (ASX: $WGB)"
X Link 2025-02-10T04:32Z [----] followers, [----] engagements
"@RonShamgar @StarDestr0yer Cleaning up corporate leeches when the regular ASIC fails to do its job"
X Link 2025-02-10T08:52Z [----] followers, [---] engagements
"Lead Portfolio Manager Catriona Burns @WilsonAssetMgmt $WGB gives detailed analysis on the impact of @realDonaldTrump tariffs austerity and investing through this current climate of uncertainty. https://wilsonassetmanagement.com.au/navigating-the-sticker-shock-from-us-tariff-policies/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/navigating-the-sticker-shock-from-us-tariff-policies/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X"
X Link 2025-02-10T15:48Z [----] followers, [---] engagements
"We all like increasing div. $WLE announces increase in fully franked interim dividend to [---] cents per share. Join our WAM Leaders FY2025 Interim Results Q&A Webinar on Friday [--] March February [----] at 3:00pm (AEDT). WAM Leaders (ASX: $WLE) has announced an increased fully franked interim dividend to [---] cents per share. Register for the WAM Leaders FY2025 Interim Results Q&A Webinar on Friday [--] March February [----] at 3:00pm (AEDT) where the investment team will provide an investment https://t.co/RioY3IxaB4 WAM Leaders (ASX: $WLE) has announced an increased fully franked interim dividend to"
X Link 2025-02-13T01:02Z [----] followers, [----] engagements
"Thanks Matt. After a number of years of significant outperformance the $WLE investment team have had a tough year. A couple of poor calls and a deliberate underweight on the Banks. Plus the share price discount to NTA increased slightly. Comments from the team The WAM Leaders investment portfolio increased 5.8% during the 12-month to [--] January [----] compared to an increase of 15.2% for the S&P/ASX [---] Accumulation Index. The Investment portfolio performance was impacted by a material underweight in the Australia financials sector in particular the Australian banks which contributed heavily to"
X Link 2025-02-13T09:24Z [----] followers, [--] engagements
"@RensonSimon @WilsonAssetMgmt @ASX Thanks Simon. $WGB still looks cheap at a solid discount to NTA"
X Link 2025-02-14T09:37Z [----] followers, [--] engagements
"Good work @haupt_matthew $WLE https://www.afr.com/markets/equity-markets/here-s-how-fund-managers-have-been-trading-the-rba-s-rate-decision-20250217-p5lcmk https://www.afr.com/markets/equity-markets/here-s-how-fund-managers-have-been-trading-the-rba-s-rate-decision-20250217-p5lcmk"
X Link 2025-02-17T09:05Z [----] followers, [----] engagements
"Deep dive into $WGB Lead Portfolio Manager Catriona Burns US inflation expectations in our latest @WilsonAssetMgmt Market Intelligence Update. $WGB is trading about 10% below its NTA. Looks like the gap has closed from 15% a week ago ππ https://t.co/0SLAjI4JTF https://t.co/0SLAjI4JTF"
X Link 2025-02-17T10:56Z [----] followers, [----] engagements
"As expected the RBA cut interest rates by 25bps today to 4.1%. What does that mean for the market Deep dive into our Market Intelligence Update from @WilsonAssetMgmt $WLE Lead Portfolio Manager @haupt_matthew https://t.co/h4EMDdfEGY https://t.co/h4EMDdfEGY"
X Link 2025-02-18T05:32Z [----] followers, [----] engagements
"@RonShamgar Dont try to catch a falling knife. When I read your post Ron I thought of Strathfield Car Radio Ltd that listed around the start of mobile phones. Like $BSA is a good example of the risks investing in a business with one major customer. https://www.moneymag.com.au/rise-fall-strathfield-car-radios https://www.moneymag.com.au/rise-fall-strathfield-car-radios"
X Link 2025-02-18T19:27Z [----] followers, [---] engagements
"$WMI results are out. The investment portfolio outperformed the S&P/ASX Small Ordinaries Accumulation Index by 8.9% increasing 14.4% in the six months. The [----] calendar year performance was an increase of 31.7% allowed the Board to declare an increased fully franked interim dividend of [---] cents per share payable on [--] April [----]. Register to join our $WMI FY2025 Interim Results Q&A Webinar on Thursday [--] March [----] at 2:00pm (AEDT) https://x.com/WilsonAssetMgmt/status/1892377917843468563 WAM Microcap (ASX: $WMI) investment portfolio delivered a strong performance in the [----] calendar year"
X Link 2025-02-22T01:55Z [----] followers, [----] engagements
"@WilsonAssetMgmt @LelSmits @TheStockNet Nick who runs $WMA is excellent. $WMA exceptional value at a great discount"
X Link 2025-02-28T05:31Z [----] followers, [---] engagements
"@wambonecap @RodneyForrest_R Ha. FYI $WAR doesnt charge a fee on the $WGB holding. $WGB is up 8%+ in Feb. we have a strategy which will become clear. PS buybacks dont work in LICs if you are interested happy to post some good @MstarAus resesrch"
X Link 2025-03-01T20:59Z [----] followers, [--] engagements
"The stock market sell off was fuelled by the US recession risk $WMX and $WLE lead portfolio manager @haupt_matthew https://www.abc.net.au/news/programs/the-business/2025-03-11/has-recession-risk-in-the-us-fuelled-the-big/105039116 https://www.abc.net.au/news/programs/the-business/2025-03-11/has-recession-risk-in-the-us-fuelled-the-big/105039116"
X Link 2025-03-11T22:55Z [----] followers, [---] engagements
"@TheAuzzieBull @RodneyForrest_R No belittling from my end. Have you adjusted for the tax paid on the significantly higher yield in $WAM"
X Link 2025-03-12T09:55Z [----] followers, [---] engagements
"Looking forward to chatting with our [----] shareholders tomorrow about $WMA and why its exceptional value with the share price nearly 20% below its assets Reminder ππ: Join us for the WAM Alternative Assets FY2025 Interim Results Q&A Webinar on Friday [--] March [----] at 2:00pm (AEDT). Director and Investment Advisory @GeoffWilsonWAM and Portfolio Manager Nick Kelly will provide an investment portfolio update and host an extended https://t.co/3g0rxvrLqQ Reminder ππ: Join us for the WAM Alternative Assets FY2025 Interim Results Q&A Webinar on Friday [--] March [----] at 2:00pm (AEDT). Director and"
X Link 2025-03-20T04:26Z [----] followers, [----] engagements
"$WGB Lead Portfolio Manager Catriona Burns interview on @LivewireMarkets with Vishal Teckchandani discussed current market opportunity in global small and mid-caps key investment criterion and four stocks to watch $HEM $RBA $TW $EVD https://www.livewiremarkets.com/wires/the-case-for-global-small-and-mid-caps-a-25-discount-and-4-stocks-to-watch https://www.livewiremarkets.com/wires/the-case-for-global-small-and-mid-caps-a-25-discount-and-4-stocks-to-watch"
X Link 2025-03-24T02:48Z [----] followers, [----] engagements
"Welcome to the first edition of The Weeklyπ€π°π Stay informed on the latest investment insights and market outlook along with stock updates from our investment team. Learn more and subscribe for free today: https://wilsonassetmanagement.com.au/the-weekly-navigating-high-levels-of-market-concentration-and-overcrowding/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/the-weekly-navigating-high-levels-of-market-concentration-and-overcrowding/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X"
X Link 2025-03-25T07:52Z [----] followers, [----] engagements
"This week focuses on navigating market concentration/overcrowding and four high-conviction picks including $CGF $SMP $ALLFG and Evnex (Adamantem Capital)"
X Link 2025-03-25T07:56Z [----] followers, [---] engagements
"Thank you to @WilsonAssetMgmt $WMA Portfolio Manager Nick Kelly for the insightful chat We sat down to discuss what inspired Nick to join the team his experience and passion for alternative assetsthe current $WMA portfolio and opportunities for growthand a life-changing experience. https://twitter.com/i/web/status/1905037881124819302 https://twitter.com/i/web/status/1905037881124819302"
X Link 2025-03-26T23:23Z [----] followers, [---] engagements
"@IMFletcher70 @88888sAccount Irwin your keeping it all for yourself $WMX"
X Link 2025-03-28T09:17Z [----] followers, [---] engagements
"@IMFletcher70 @88888sAccount Im with you. Up to my eyeballs in $WGB$WLE$WAR and now $WMX. You can never have too much of a good thing π"
X Link 2025-03-28T10:23Z [----] followers, [--] engagements
"Buy when there is blood in the streets. Investing is about time in the market. @LivewireMarkets with @WilsonAssetMgmt $WGB Lead PM Catriona Burns $WLE Lead PM @haupt_matthew $WAM Lead PM Oscar Oberg and myself https://www.livewiremarkets.com/wires/who-s-afraid-of-a-little-volatility-the-asx-and-global-stocks-the-wam-team-are-buying-and-the-risks-to-watch https://www.livewiremarkets.com/wires/who-s-afraid-of-a-little-volatility-the-asx-and-global-stocks-the-wam-team-are-buying-and-the-risks-to-watch"
X Link 2025-04-04T05:16Z [----] followers, [----] engagements
"Uncertainty looms large as global markets fall following @POTUS Trump administrations Liberation Day last week. Watch as @WilsonAssetMgmt $WGB Senior Investment Analyst Will Liu and Investment Analyst Will Thompson share their reaction and insights"
X Link 2025-04-07T05:50Z [----] followers, [----] engagements
"The New York-based members of our $WGB investment team dive into the impact of the Trump tariffs $WGB investment portfolio positioning share a high-conviction stock pick Marketaxess Holdings (NASDAQ: $MKTX) and investment opportunities arising from the volatility. https://wilsonassetmanagement.com.au/liberation-day-from-new-york/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/liberation-day-from-new-york/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X"
X Link 2025-04-07T05:51Z [----] followers, [---] engagements
"Simon it is definitely true that your father was a big investor in resource companies. He bid for $BHP and had a very successful resource company call Bell Resources Ltd. He also ran Bell Group Ltd which I analysed in the early 80s while I worked as a research analyst at a stockbroker. He was a true gentleman and one of the great investors"
X Link 2025-04-12T05:13Z [----] followers, [---] engagements
"Thank you to all who attended this morning with WAM Income Maximiser now officially listed on the Australian Securities Exchange (ASX) under the ticker $WMX. The entire Wilson Asset Management team have invested in the $WMX IPO and we thank all of our shareholders for their continued support. https://twitter.com/i/web/status/1917454943629500895 https://twitter.com/i/web/status/1917454943629500895"
X Link 2025-04-30T05:44Z [----] followers, [----] engagements
"Great read @WilsonAssetMgmt $WMA Portfolio Manager Nick Kelly shares why he believes that LICs are a superior structure for delivering long-term performance for investors in alternative assets. Learn more via @LivewireMarkets: https://www.livewiremarkets.com/wires/why-lic-s-are-a-superior-structure-to-access-for-alternative-asset-opportunities https://www.livewiremarkets.com/wires/why-lic-s-are-a-superior-structure-to-access-for-alternative-asset-opportunities"
X Link 2025-05-01T06:08Z [----] followers, [---] engagements
"Catriona Burns LPM on @LivewireMarkets Fund in Focus. $WGBs active investment approach undervalued small and mid-cap stocks with potential right now and how $WGB are managing risk in a volatile market. $EVD $RBA https://www.livewiremarkets.com/wires/how-wam-global-s-active-approach-drives-record-dividends https://www.livewiremarkets.com/wires/how-wam-global-s-active-approach-drives-record-dividends"
X Link 2025-05-05T05:04Z [----] followers, [----] engagements
"@realDonaldTrump would like the Fed to cut interest rates. Its not that simple. Our latest Market Intelligence Update from @WilsonAssetMgmt $WGB LPM and Deputy CEO Catriona Burns. https://wilsonassetmanagement.com.au/the-fed-is-staying-put-not-exercising-its-put/ https://wilsonassetmanagement.com.au/the-fed-is-staying-put-not-exercising-its-put/"
X Link 2025-05-06T09:28Z [----] followers, [---] engagements
"Fascinating read on the global AI chip trade war between $NVDA and Huawei Our New York-based @WilsonAssetMgmt $WGB Deputy Portfolio Manager William Liu sat down with https://wilsonassetmanagement.com.au/huawei-is-catching-up-with-nvidia-with-some-help-from-the-us/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/huawei-is-catching-up-with-nvidia-with-some-help-from-the-us/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X"
X Link 2025-05-08T00:44Z [----] followers, [---] engagements
"The @AustralianLabor is trying to tax unrealised gains. My view is that it is unfair and illogical. It will have significant consequences. What do you think @PhillipCoorey @JEChalmers @spenderallegra"
X Link 2025-05-14T02:50Z [----] followers, 100.4K engagements
"Great interview Nick. Keep up the great work for $WGB Read WAM Global (ASX: WGB) Portfolio Manager Nick Healys latest article in Livewire Markets. Nick shares insight into U.S. President Trumps negotiation style and how to navigate global markets through Trump's second presidential term: https://t.co/hbtsBJEJ7f Read WAM Global (ASX: WGB) Portfolio Manager Nick Healys latest article in Livewire Markets. Nick shares insight into U.S. President Trumps negotiation style and how to navigate global markets through Trump's second presidential term: https://t.co/hbtsBJEJ7f"
X Link 2025-05-16T01:28Z [----] followers, [----] engagements
"@_mandarinbridge @plebcapital @DagdaSouth @WilsonAssetMgmt Incorrect. You need to do a bit more research $WLE high water mark $WAM on on positive performance $WGB high water mark $WMX high water mark $WMA no performance fee etc etc DYOR"
X Link 2025-05-16T02:43Z [----] followers, [--] engagements
"Taxing unrealised gains must be changed to a tax that works for the Australian economy not against it"
X Link 2025-05-21T20:09Z [----] followers, 18.1K engagements
"It would be better if we could see more tax reform focused on incentivising risk taking and investment rather than punishing. Rob Scott Wesfarmers CEO Sources speaking on the condition of anonymity said that one of the architects of compulsory superannuation former union leader Kelty was strongly opposed to the $3 million threshold not being indexed and to the proposed taxation of unrealised gains. https://www.afr.com/policy/tax-and-super/aware-super-wesfarmers-and-kelty-join-super-tax-fight-20250522-p5m1f2 https://twitter.com/i/web/status/1925673401412149314"
X Link 2025-05-22T22:01Z [----] followers, 17K engagements
"Im enjoying the Big Print. Well written @hungrihungarian @GeoffWilsonWAM @seanclarke911 @rationalaussie @AlboMP Geoff will be after @seanclarke911 s podcast and reading the big print. https://t.co/HMFM5oAWoQ @hungrihungarian @GeoffWilsonWAM @seanclarke911 @rationalaussie @AlboMP Geoff will be after @seanclarke911 s podcast and reading the big print. https://t.co/HMFM5oAWoQ"
X Link 2025-05-23T12:31Z [----] followers, [----] engagements
"Taxing unrealised gains must be removed from the bill as politicians and judges are exempt Jim Chalmers setting the Prime Ministers unrealised gains tax rules is an unmanageable conflict of interest. https://t.co/NiYzyMH7JA Jim Chalmers setting the Prime Ministers unrealised gains tax rules is an unmanageable conflict of interest. https://t.co/NiYzyMH7JA"
X Link 2025-05-25T11:32Z [----] followers, 12.4K engagements
"Insights from the $WGB team mentioning $V and $TRU WAM Global's ($WGB) William Liu and Will Thompson discuss global market rebounds following recent volatility the evolving investment strategies amid ongoing uncertainty as well as the growing influence of AI across sectors and consumer resilience. Watch: https://t.co/8c0XBniX1G WAM Global's ($WGB) William Liu and Will Thompson discuss global market rebounds following recent volatility the evolving investment strategies amid ongoing uncertainty as well as the growing influence of AI across sectors and consumer resilience. Watch:"
X Link 2025-06-02T10:18Z [----] followers, [----] engagements
"Stop the tax on unrealised gains. Send a clear message to @JEChalmers sign the petition π https://wilsonassetmanagement.com.au/unrealisedgainstax/ https://wilsonassetmanagement.com.au/unrealisedgainstax/"
X Link 2025-06-04T21:07Z [----] followers, 25.3K engagements
"Read $WLE and $WMX Deputy Portfolio Manager Anna Milnes Fundie Q&A in the @FinancialReview. Anna gives her thoughts on $GMG $WTC $NXT $SPK $ORI and $CGF. https://wilsonassetmanagement.com.au/wam-sticks-with-miners-and-these-asx-stock-picks/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X https://wilsonassetmanagement.com.au/wam-sticks-with-miners-and-these-asx-stock-picks/utm_source=Geoff+X&utm_medium=Social+Media+Geoff+X"
X Link 2025-06-12T08:12Z [----] followers, [---] engagements
"Portfolio Manager of $WMA Nick Kelly unpacks how hes investing in the structural shifts shaping our world from food security and ageing populations to energy transformation. Listen to his full podcast episode with Rask here: https://www.raskmedia.com.au/2025/06/18/how-wam-alternatives-wma-is-investing-in-food-scarcity-ageing-energy/ https://www.raskmedia.com.au/2025/06/18/how-wam-alternatives-wma-is-investing-in-food-scarcity-ageing-energy/"
X Link 2025-06-19T07:47Z [----] followers, [---] engagements
"An important take by $WGB LPM Catriona Burns on why credible central-bank leadership matters. Whether its the Fed post-Powell or the RBNZ post-Orr markets are already pricing the change. https://www.livewiremarkets.com/wires/the-search-for-new-central-bank-leadership https://www.livewiremarkets.com/wires/the-search-for-new-central-bank-leadership"
X Link 2025-07-03T19:18Z [----] followers, [---] engagements
"Relax big fella doing some hand to hand combat with the Economic Roundtable participants plus [--] company results and annual reports being announced ( $WAM $WLE $WGB $WAX $WMX $WMA $WAR $WMI $WAA $FGG and $FGX. Also running a campaign to take on the investment management of $PMC. Stay safe and STOP the ILLOGICAL and FLAWED TAXING of UNREALISED GAINS https://twitter.com/i/web/status/1958149019160686915 https://twitter.com/i/web/status/1958149019160686915"
X Link 2025-08-20T12:48Z [----] followers, [----] engagements
"$WAA +41.4% portfolio performance for the year. Also the strongest 6-month performance since inception in [----] an increased fully franked interim dividend plus a special dividend. Shaun Weick explains how in the @FinancialReview : https://wilsonassetmanagement.com.au/wam-active-fund-rides-mining-rally-to-41pc-return/ https://wilsonassetmanagement.com.au/wam-active-fund-rides-mining-rally-to-41pc-return/"
X Link 2026-01-06T05:22Z [----] followers, [----] engagements
"After the horrific Bondi terrorist attack we are all standing together for what is required - a Federal Royal Commission. Please sign beside me and thousands of fellow concerned Australians. https://www.bondiresponse.com/ https://www.bondiresponse.com/"
X Link 2026-01-07T10:39Z [----] followers, [----] engagements
"Signed. I stand with every other Australian supporting a Federal Royal Commission as the most credible unifying and transparent way to start dealing with events leading up to the horrific terrorist attack at Bondi and to deal with antisemitism and all forms of extremism which has increased in recent years. https://twitter.com/i/web/status/2009080669344059789 https://twitter.com/i/web/status/2009080669344059789"
X Link 2026-01-08T01:52Z [----] followers, [----] engagements
"Albaneses grudging acceptance reveals much about our PM. Beautifully written @HenryErgas via @australian https://www.theaustralian.com.au/commentary/anthony-albaneses-grudging-acceptance-reveals-much-about-our-prime-minister/news-story/dfb48b6a56f38bd3b3a89cc17ba90198 https://www.theaustralian.com.au/commentary/anthony-albaneses-grudging-acceptance-reveals-much-about-our-prime-minister/news-story/dfb48b6a56f38bd3b3a89cc17ba90198"
X Link 2026-01-08T09:55Z [----] followers, [----] engagements
"Content of a private email. Ive been informed this is the most read article on @australian website this morning"
X Link 2026-01-08T22:09Z [----] followers, 35.7K engagements
"The full article after numerous requests: Nine accused of trivialising mass murder with Jew-hating cartoon https://www.theaustralian.com.au/business/media/nine-accused-of-trivialising-mass-murder-as-chair-urged-to-investigate-jewhating-cartoon/news-story/48c51a4c36b8e24544543e1909c8db7c Content of a private email. Ive been informed this is the most read article on @australian website this morning https://t.co/zv3pqB2XwB"
X Link 2026-01-09T10:17Z [----] followers, [----] engagements
"Our safety matters. Social cohesion matters. Accountability matters. Well written Danny Berkovic https://www.afr.com/politics/federal/why-wilcox-cartoon-stung-grassroots-bondi-campaign-20260111-p5nt3g https://www.afr.com/politics/federal/why-wilcox-cartoon-stung-grassroots-bondi-campaign-20260111-p5nt3g"
X Link 2026-01-11T07:31Z [----] followers, [----] engagements
"Nine management had an opportunity to show leadership and apologise immediately.Unfortunately.they failed. This isnt about censorship its about responsibility. After days of silence Nine finally apologises for Jew-hating cartoon https://www.theaustralian.com.au/business/media/after-days-of-silence-nine-finally-apologises-for-jewhating-cartoon/news-story/95dbed42bae1cc43a60216ed1c0f20a3 https://www.theaustralian.com.au/business/media/after-days-of-silence-nine-finally-apologises-for-jewhating-cartoon/news-story/95dbed42bae1cc43a60216ed1c0f20a3"
X Link 2026-01-12T06:08Z [----] followers, [----] engagements
"@balumbah $WGB π€"
X Link 2026-01-17T12:01Z [----] followers, [---] engagements
"This episode of @Diary_Of_A_CEO is well worth listening to @TonyRobbins Tony I am so deeply grateful for everything you have done for me over the last four decades. I still remember my early days at Oracle searching for leadership and a way to move my career forward. I saw your Personal Power infomercial and bought the cassettes; suddenly my daily Tony I am so deeply grateful for everything you have done for me over the last four decades. I still remember my early days at Oracle searching for leadership and a way to move my career forward. I saw your Personal Power infomercial and bought the"
X Link 2026-01-22T10:52Z [----] followers, [----] engagements
"Taxing unrealised gains will be a disaster with significant unintended consequences. We fought against this insane tax and succeeded to stop it in Australia . Please refer to more than [---] pages of detailed research which shows the negative impact in $Billions taxing unrealised gains will have on an economy. @WilsonAssetMgmt https://twitter.com/i/web/status/2016611915863380131 https://twitter.com/i/web/status/2016611915863380131"
X Link 2026-01-28T20:38Z [----] followers, [---] engagements
"@recouso Stupidity. We fought this in Australia and stop taxing unrealised gains. The negative unintended consequences will cost Norway $Billion"
X Link 2026-01-29T01:30Z [----] followers, [---] engagements
"$WAA continues to deliver strong investment portfolio outperformance +7.0% in Jan and +40.6% since the start of FY26. Its currently trading cum entitlement today and Monday. A good way to get exposure to $WAAs flexible investment strategy The WAM Active (ASX: $WAA) Board hasannounceda [--] for 3pro-rata non-renounceableEntitlement Offerfor shareholders at an issue price of $1.00per New Share representing a 7.8% discountto the [--] January [----] share price. More information here: https://t.co/wNuEBrTcid The WAM Active (ASX: $WAA) Board hasannounceda [--] for 3pro-rata non-renounceableEntitlement"
X Link 2026-01-30T01:33Z [----] followers, [----] engagements
"@rampart_news @mrjoeaston A great interview Nick and Joe. Thank you"
X Link 2026-02-02T11:21Z [----] followers, [---] engagements
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/creator/twitter::GeoffWilsonWAM