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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
Episodes
Friday Jun 30, 2023
Friday Jun 30, 2023
It's safe to say that mega-cap tech companies have carried global markets this year, with the NASDAQ 100 returning almost 40% this year. And most of that performance can be attributed to seven behemoths.
This exuberance around tech has fed across into the Australian market. Year to date, the S&P/ASX All Technology Index has returned over 21%.
Will this run continue or are investors about to hit the brake pedal?
What of the unprofitable hype companies that have characterised the sector through the past decade of free money and growth at any cost?
In this episode, Sam Koch from Wilson Asset Management and Shane Fitzgerald from Monash Investors pick apart those questions, before providing their thoughts on three local technology companies. As you'll see, it's a stock pickers' market and opinions are divided.
Finally, they each lay out the investment case for their highest conviction pick from the sector.
Note: This episode was recorded on Wednesday 28 June 2023.
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