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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 Nov 06, 2020
Friday Nov 06, 2020
Cashless society, the shift to the cloud and food delivery are three structural growth trends sweeping global markets. 2020 saw the tailwinds fanning these trends escalate into a full-blown cyclone, and the stocks in today’s episode have surged as a result.
But investors should keep in mind that a good narrative doesn’t always convert to a great investment. In this episode, Joe Magyer from Lakehouse Capital and Bob Desmond from Evans & Partners share their insights on the household names of Visa, Microsoft and Hello Fresh. Each of our guests also share a company that they believe is a compelling opportunity with one of the ideas pitched being described as ‘wildly profitable’.
Click on the player below or read the transcript to access this exclusive episode of Buy Hold Sell, brought to you by Livewire.
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