<p>My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and some of the businesses they invest in including:</p><p><br></p><ul><li>Big River</li><li>Gentrack</li><li>Maxiparts</li><li>Move Logistics</li></ul><p><br></p><p>Here's a link to the NAOS Investor Roadshow Presentation for more details. <a href="https://2891347.fs1.hubspotusercontent-na1.net/hubfs/2891347/October%20Roadshow%202022_Presentation_FINAL_(September%20figures%20updated)-1.pdf" rel="noopener noreferrer" target="_blank">National Roadshow NAOS Asset Management (hubspotusercontent-na1.net)</a></p><br><p>This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the <a href="https://www.sharesforbeginners.com/" rel="noopener noreferrer" target="_blank">Shares for Beginners</a> podcast. You can find out more about Phil and listen to <a href="https://www.sharesforbeginners.com/" rel="noopener noreferrer" target="_blank">Shares for Beginners</a> at <a href="https://www.sharesforbeginners.com/" rel="noopener noreferrer" target="_blank">https://www.sharesforbeginners.com/</a> </p><br><p>IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at&nbsp;<a href="https://d.docs.live.net/bc6bcd18d29e29b6/001%20Podcast%20Folders/002%20Australian%20Shareholders%20OneDrive/Equity%20ASA/001%20Episodes/Nick%20Nicolaides/[email protected]%20" rel="noopener noreferrer" target="_blank">[email protected]</a>&nbsp;if you have any suggestions for guests or specific questions you’d like answered.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>