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Podcast: Australian Investors Podcast
Episode: Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica
Description: In this Australian Investors Podcast episode, your host Mitchell Sneddon is joined by Gary Hui, portfolio manager at Geometrica Fund, a Sydney-based global long-short hedge fund.
Gary doesn’t follow market narratives — he follows hard data.
In this episode, Mitchell and Gary discuss:
– Why narratives like founder-led businesses are often misleading
– How Geometrica surveyed thousands of WeChat users & port data to short A2 Milk
– Why ResMed’s fall was wrongly blamed on GLP-1s like Ozempic
– The process of building a deep research edge using alternative data
Topics Covered
– Gary’s career journey: from JP Morgan to founding Geometrica
– Why “good management...