Buy Hold Sell, by Livewire Markets
Business:Investing
As Winston Churchill memorably put it in 1940, after a year in which Britain almost succumbed to a different sort of wide-ranging existential threat that the world faced down in 2020: "We're not at the beginning of the end but the end of the beginning."
It was an observation that reset expectations soberly and sanely, summoning the blood and stiffening sinews. And all of us surveying the current economic moment to gauge precisely where we're at could probably use a bit of the same clear-eyed judgment.
Cue Airlie Funds Management's Emma Fisher and Alphinity Investment Management's Stuart Welch who both argue we are halfway through the economic recovery having clambered out of the pit of despair that gripped markets 12 months ago
In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman finds out how they are positioning their portfolios in the current environment. Plus, Emma and Stuart share one stock that they believe has emerged stronger from the COVID-19 crisis.
Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks
Why you should only focus on your best ideas (and 2 to get you started)
Buy Hold Sell: 5 mispriced growth stocks
Buy Hold Sell: 2 high-conviction healthcare winners for FY25
2 big buys (and the next steps for consumer stocks)
Buy Hold Sell: 2 high conviction tech stocks for the next 12 months
Buy Hold Sell: 3 themes (and 6 stocks) with serious momentum
2 stocks fundies would bet the house on (and worst calls from the first half)
Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket)
Buy Hold Sell: 5 stocks with sustainable and fully franked dividends
10 of the highest-yielding stocks on the ASX
Buy Hold Sell: 3 dividend darlings (and 2 traps)
Buy Hold Sell: 5 speculative ASX-listed stocks with upside potential
4 of the highest quality companies on the ASX
Buy Hold Sell: 5 stocks with exceptional earnings growth
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)
The secret sauce of good growth stocks (and 2 that tick all the boxes)
Buy Hold Sell: 5 growth stocks for the next 5 years
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
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