Buy Hold Sell, by Livewire Markets
Business:Investing
If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However, a growth industry is just half the story; the other critical part, as legendary investor Warren Buffett puts it, is having "able and honest managers".
In this episode, Tobias Yao of Wilson Asset Management and Arden Jennings from Ausbil Investment Management discuss five ASX small caps that fit the bill on both fronts; talented management teams carving out niches within broader industries that are powering ahead. They include companies benefitting from the explosion in online shopping, soaring data consumption and the needs of an ageing population.
Visit Livewire Markets to access the podcast and edited transcript for the episode. Note: This episode was filmed on 29 July 2020.
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
Buy Hold Sell: 5 stocks with cyclical tailwinds
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