{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/69d73b5934b90cef2bd16288/6a61a60878a59b49e55b3480?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"2 fundies disagree on Goodman Group: Who’s right? ","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/69d73b5934b90cef2bd16288/1784784893393-1eaf78a0-726a-4e95-a09f-326dce176bc5.jpeg?height=200","description":"<p>Two fund managers. One stock. One’s a buy, the other, a sell - someone <em>has</em> to be wrong.</p><p><br></p><p>Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.</p><p>Who's right? We’re about to find out.</p><p><br></p><p><strong>Stocks Mentioned:</strong></p><p>Goodman Group (ASX: GMG)</p><p><br></p><p><strong>Chapters:</strong></p><p>00:00 Introduction</p><p>00:34 Bull vs Bear Case</p><p>01:56 Is Goodman Overvalued?</p><p>04:49 Insider Selling &amp; Approvals</p><p>07:40 AI Risks &amp; Balance Sheet</p><p>10:49 Data Centre Pivot</p><p>12:42 Final Verdicts</p><p><br></p><p>———</p><p><br></p><p><em>Thanks to </em><a href=\"http://bitcoin.com.au\" rel=\"noopener noreferrer\" target=\"_blank\"><em>bitcoin.com.au</em></a><em> for sponsoring Buy or Sell.</em></p><p><br></p><p><em>To claim your new financial year offer, head to </em><a href=\"https://bitcoin.com.au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\"><em>bitcoin.com.au/equitymates</em></a><em>.</em></p><p><br></p><p><em>Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.</em></p><p><br></p><p><em>A big thank you to our sponsor </em><a href=\"http://bitcoin.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\"><em>bitcoin.com.au</em></a><em> for helping to keep our content free.</em></p><p><br></p><p>———</p><p><br></p><p><strong>Want more Equity Mates?</strong> Across books, podcasts, video and email, however you want to learn about investing – <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p><strong>Keep up with the news moving markets</strong> with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><strong>Want more from Buy or Sell host Ally? Check out Basis Points</strong></p><p><br></p><ul><li>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</li><li>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></li><li>Subscribe to the weekly <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">email</a></li></ul><p><br></p><p>———</p><p><br></p><p>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</p><p>today.</p><p><br></p><p>———</p><p><br></p><p>Buy or Sell is a product of Equity Mates Media.</p><p>This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.</p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}