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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 Apr 30, 2021
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Friday Apr 30, 2021
Friday Apr 30, 2021
Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon's Jeff Bezos, Tesla's Elon Musk, Facebook's Mark Zuckerberg, Microsoft's Bill Gates, Google's Larry Page and Sergey Brin.
But then these companies weren't always at the top. They had to displace others (General Electric, anyone?). And what they all have in common, beyond technology, is disruption. Which begs the question: which up-and-coming companies are now charging to the finish line - ready to take them on and even surpass them in the never-ending race to global domination?
In this episode of Buy Hold Sell, two global growth juggernauts - Nick Griffin from Munro Partners and Alex Pollak from Loftus Peak - share their thoughts on four stocks already on the path to global disruption.
Plus, our fundies will each share one stock that they think the market isn't getting right.
Note: You can watch, listen or read an edited transcript below. This episode was filmed on 29 April 2021.
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