Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of.
Stocks Mentioned:
Codan (ASX: CDA)
Channel Infrastructure NZ (ASX: CHI)
ServiceStream (ASX: SSM)
NRW Holdings (ASX: NWH)
WiseTech Global (ASX: WTC)
4DMedical (ASX: 4DX)
Chapter Timestamps:
00:00 Introduction
00:49 Codan’s Growth Run
04:09 Channel Infrastructure Bull Case
06:52 Service Stream Momentum
09:15 NRW Holdings Still Climbing
12:35 Break Before The Sells
13:40 Andrew’s ASX Avoid
15:59 Rachel’s Stock Warning
17:42 Closing Thoughts
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
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