Separating What's Real from Hype: Roblox, Games Workshop and More - James Abela | Fidelity

Описание: With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones.

Today we speak to James Abela, Portfolio Manager of the Fidelity Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack:
Why global small and mid cap stocks are proving such a fruitful part of the market
What he has learned from 5 years managing the Future Leaders Fund
Why James has avoided Roblox
When James looks to sell his winners - using Arista Networks as a case study
A deep dive into Games Workshop, a stock in his portfolio.

00:00 Intro & Welcoming James Abela (Fidelity)
01:13 What is the case for Midcaps?
02:33 Five Years of the Fund - Navigating Wild Markets
04:51 Lessons From Tech Valuations & Market Cycles
05:48 AppLovin, Spotify & the Shift From Losses to Profits
08:07 Why Midcaps Offer Growth With Maturity
11:00 Positioning a Fund in Today’s Market
13:09 Macro Trends vs. Stock Fundamentals
14:58 Why Roblox Didn’t Make the Cut
19:41 Spotting Hype vs. Quality Companies
22:58 Selling Arista Networks - A Big Winner
28:26 Games Workshop & the Warhammer Expansion
31:22 Warhammer’s Global Growth & Amazon Prime Series
36:37 Closing Thoughts - Finding the Next Future Leader

—------

Thank you to Fidelity for sponsoring this episode.

Learn more about the Fidelity Global Future Leaders Fund by visiting their website.

Consider the PDS and TMD available at Fidelity.com.au and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. Read Fidelity’s full disclaimer.

————

Maroun’s Report: Unveiling Tomorrow’s Titans A Case Study on Arista Networks - https://www.fidelity.com.au/insights/...

————

Get tickets to our live show in Sydney or Melbourne here: https://equitymates.com/events/

———

Looking for some of our favourite research tools?

• Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-St...)
• Find company information on TIKR (https://www.tikr.com/?ref=equitymates)
• Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc...)
• Research reports from Good Research (https://goodresearch.com.au/ref/equit...)
• Track your portfolio with Sharesight (https://www.sharesight.com/au/equitym...)

———

Want to get involved?
Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc...
If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...)
Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/)
Join the conversation in the Facebook Discussion Group   / equitymates  
Looking for professional financial advice? https://equitymates.com/advice/
Check out our 2 bestselling books: https://equitymates.com/books/
Instagram:   / equitymates  
X:   / equitymates  
TikTok:   / equitymates  
LinkedIn:   / equity-mates  

———

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.