Buy Hold Sell, by Livewire Markets
Business:Investing
Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or solution that requires a relatively low fixed cost but meets the needs of a large population.
In this episode of Buy Hold Sell, Chris Stott of 1851 Capital and Gary Rollo from Montgomery Investment Management debate three small caps ripe for this thematic. They include 1) City Chic Collective - A specialty fashion retailer benefiting from the shift to online sales; 2) Megaport - A leading network-as-a-service provider; 3) EML Payments - A specialist in general reloadable and gift card payment solutions.
We also asked each of our guests to nominate a small cap stock with a big opportunity that they think looks attractive right now.
Rotate or stay? Playing the small cap rally’s next phase
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Buy Hold Sell: 5 of Livewire's most searched stocks
Buy Hold Sell: 4 outstanding results (and 2 shockers)
Buy Hold Sell: 5 Comeback Kings
Buy Hold Sell: 5 pandemic-proof small caps
Digging for gems in the commodities market
Buy Hold Sell: 5 small caps with rock-solid dividends
Buy Hold Sell: 5 tech small caps with massive addressable markets
Big shifts redefining small caps
Buy Hold Sell: 5 small caps riding structural growth tailwinds
Buy Hold Sell: 4 fundie favourites, and why CSL is a sell
Predicting the winners and losers of earnings season
Buy Hold Sell: 5 of the best performing growth stocks
Buy Hold Sell: 5 ASX and international growth stocks
Is it time you loaded up on growth stocks?
Buy Hold Sell: 6 of the most Googled stocks
Buy Hold Sell: 6 small cap dividends stocks with big yields
Where is the value in small caps?
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