JH
James Hardie
Organization
A global building-materials manufacturer specializing in fibre-cement siding, cladding and related construction products.
2 episodes featuring James Hardie
Stock Movers
Nvidia expands buyback as MongoDB loses its CEO
The episode contrasts shareholder returns at Nvidia with leadership risk at MongoDB and rate-sensitive pressure on building-materials demand.
Sep 28, 2026 · 7 min
The Rules of Investing
Value investors find opportunity in Australia’s fallen angels
The discussion tests whether depressed expectations and market volatility are creating durable opportunities—or simply disguising structural risks.
Sep 18, 2026 · 42 min