4 Fundies Stress-Test Each Other’s Best ASX Stock Picks

Описание: One Room. Four fund managers. Four stock calls. No fence sitting.

Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks.

Stocks Mentioned:
SkinKandy (ASX: SK1)
Service Stream (ASX: SSM)
Codan Limited (ASX: CDA)
EVT Ltd (ASX: EVT)
Eagers Automotive Ltd (ASX: APE)

Chapters:
00:00 Morgan Stanley Stock Picks Begin
00:34 SkinKandy’s Retail Rollout Opportunity
03:02 Why This IPO Could Be Different
04:30 Defence, Electrification and Service Stream
06:49 EVT’s Hotels, Cinemas and Asset Backing
08:37 Eagers Automotive and the EV Tailwind

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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.

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