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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.
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Friday Oct 11, 2024
Friday Oct 11, 2024
Each year, a fund manager is added to the Hall of Fame. It's an illustrious list, including only the best of the best Australian funds management talent - the likes of Olev Rahn, Kerr Neilson, Peter Morgan, Anton Tagliaferro, Catherine Allfrey and more.
Given another name will be added to the list later this month, we've called on the big guns - Hall of Fame alumni Chris Kourtis from Ellerston Capital and Matt Williams from Airlie Funds Management, who were inducted into the Hall of Fame in 2018 and 2022 respectively.
With a unique opportunity to have two Hall of Famers in one room, Livewire decided that the best use of their talent would be to pick apart each other's highest-conviction stock picks.
So, in this episode, Matt and Chris share their best ideas today - and joyfully point out the holes in each other's theses.
Note: This episode was recorded on Tuesday the 8th of October 2024. You can read the edited transcript below.
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