Showdown #1 | DSW Capital vs Kelly Partners Group | Tristan (Hurdle Rate) x Andrew Brown

Welcome to the premiere of our Investment Insights series 🌟, where we dive deep into the financial details and engage in thought-provoking debates on companies like KPG and DSW Capital. This episode introduces a unique format that blends in-depth analysis with lively discussions, offering viewers a comprehensive look at two fascinating investment opportunities. Leading our discussion are two distinguished guests: Andrew Brown, a seasoned investor and entrepreneur with a keen eye for market analysis and investment strategies 📈, and Tristan, an ex-KPG employee and trust manager who brings a wealth of insider knowledge and insights 🔍. What You'll Discover: By watching this episode, viewers will gain valuable insights into: - The core business models of KPG and DSW Capital, shedding light on their operations, growth potential, and sustainability 🏢. - A balanced view with investment theses and counterarguments, outlining the opportunities and risks tied to each company 🔄. - An in-depth look at KPG's financial health, including debt levels, dividends policy, and the rationale behind stock sales 💸. - A thorough analysis of DSW Capital, exploring its competitive edge, financial performance, and potential risks that could affect its value 🛡️. This series aims to equip investors with knowledge, presenting complex investment concepts in an easy-to-understand format. Through our expert-led debates, viewers will be prepared to make more informed decisions, enhancing their investment strategies and market understanding 🧠. Join Andrew Brown and Tristan as they dissect and debate KPG and DSW Capital, offering a treasure trove of knowledge and perspectives that challenge conventional wisdom and inspire critical thinking. Whether you're a veteran investor or new to the market, this episode is a must-watch for anyone looking to elevate their investment acumen 🚀. Connect with Tristan Twitter -   / hurdle_rate   Linkedin -   / tristan-waine-36289a214   Hurdle Rate Trust - https://www.hurdlerate.com.au/ Koyfin (referral) - https://t.co/rhSC50hjau Connect with Andrew Youtube: @AndrewBrownInvesting Twitter: https://x.com/abrowninvesting?s=20 Substack: https://yesstocksnostocks.com/ TIKR (referral) : http://www.tikr.com/andrew Connect with me :) Linkedin -   / david-barbato   Twitter -   / ghrxcutvjb   Substack: https://valuehunt1.substack.com Time Stamps 00:00:00 Intro 00:04:55 KPG Thesis 00:12:59 KPG Business Model 00:16:36 KPG Valuation 00:18:28 KPG Short Thesis 00:21:47 KPG's Debt 00:25:27 KPG OTC listing 00:28:50 KPG Dividends Policy 00:32:25 KPG Why did Tristan sold? 00:33:56 DSW Capital Business Model 00:40:25 DSW Short Thesis 00:47:08 DSW Is there a moat? 00:49:55 DSW Poor Financial Performance? 00:53:50 DSW How can it go to 0? 00:57:03 DSW Destination analysis