Artwork

Livewire Markets에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Livewire Markets 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks

8:01
 
공유
 

Manage episode 430751602 series 2656707
Livewire Markets에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Livewire Markets 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

There are many market maxims that investors hold close to their hearts. Here are just a few of them:

  • It's time in the market not timing the market.
  • Buy the rumour, sell the fact.
  • Be fearful when others are greedy. Be greedy when others are fearful!
  • It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong.

But perhaps one that should also be added to the list is "Two views make a market" - highlighting that to buy shares in a company, someone has to be willing to sell them - and vice versa.

So in this episode, Livewire's Ally Selby was joined by Loftus Peak's Alex Pollak and Magellan's Alan Pullen for a bit of a challenge.

We've tasked our fund managers to analyse each other's highest-conviction ideas in their portfolios today - including stocks like Netflix (NASDAQ: NFLX), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN) and SAP SE (NYSE: SAP).

Plus, they also each name a stock that they would dub a high-conviction "SELL". As you'll soon find out, both of these stocks have sunk into the red in the past week.

Note: This episode was filmed on Wednesday 17 July 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-2-high-conviction-fundies-analyse-each-other-s-top-picks/

  continue reading

364 에피소드

Artwork
icon공유
 
Manage episode 430751602 series 2656707
Livewire Markets에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Livewire Markets 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

There are many market maxims that investors hold close to their hearts. Here are just a few of them:

  • It's time in the market not timing the market.
  • Buy the rumour, sell the fact.
  • Be fearful when others are greedy. Be greedy when others are fearful!
  • It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong.

But perhaps one that should also be added to the list is "Two views make a market" - highlighting that to buy shares in a company, someone has to be willing to sell them - and vice versa.

So in this episode, Livewire's Ally Selby was joined by Loftus Peak's Alex Pollak and Magellan's Alan Pullen for a bit of a challenge.

We've tasked our fund managers to analyse each other's highest-conviction ideas in their portfolios today - including stocks like Netflix (NASDAQ: NFLX), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN) and SAP SE (NYSE: SAP).

Plus, they also each name a stock that they would dub a high-conviction "SELL". As you'll soon find out, both of these stocks have sunk into the red in the past week.

Note: This episode was filmed on Wednesday 17 July 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-2-high-conviction-fundies-analyse-each-other-s-top-picks/

  continue reading

364 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드