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Chris McFadden: AF Legal Group $AFL.AX, Turnaroud, Inflection, Growth | ValueHunt #53

May 24
56 mins

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.

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