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Chris McFadden: AF Legal Group $AFL.AX, Turnaroud, Inflection, Growth | ValueHunt #53
Episode Description
My Write-Up on AFL - https://valuehunt1.substack.com/p/aflax-turnaroud-with100-upside-trading
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Legal Disclaimer: Not Financial Advice
The information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.
Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.
Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.
Time Stamps:
00:00 Intro
01:40 Why did Chris join AFL
03:30 10 Bagger Tenure at ASX:ASH
07:20 Tenure at ASH:RHD
08:50 Peter Johns's Role
10:20 What if Peter becomes a forced seller
12:00 Acquisitions
15:10 Local Presence vs Remote
19:10 Capital Allocation
20:15 Project Titan
23:00 AI and its Impact on Law
25:15 Challenges and Bottlenecks
29:50 Incentive Structure
33:39 Turnaround Stage
34:54 Mature Margin Profile
35:30 Long-Term Vision
37:20 Learning the Law Business
41:20 How to assess AFL
43:15 Going Private?
45:08 Childhood, Passions, and more
47:10 Shareholder Value vs Fun Workspace
48:20 Motivations in Business and Life
50:20 Meditation
51:51 Where will Chris be in 5 years
53:20 Most Impactful Habits
54:27 Stock Price.