{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/69d73b5934b90cef2bd16288/6aa23605e77240b947f2d1f6?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"2 experts put their best stock picks to the test","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/69d73b5934b90cef2bd16288/1789017322986-09124fee-26eb-4d7f-b9c2-25f13f27e9c0.jpeg?height=200","description":"<p>Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others.</p><p><br></p><p>Nick Healy from WAM and Doug Isles from GCQ give us their take on:</p><ul><li>Intercontinental Exchange (NYSE: ICE)</li><li>Visa (NYSE: V)</li><li>Fair Isaac Corp (NYSE: FICO)</li><li>Safran (EPA: SAF)</li></ul><p><br></p><p><strong>Chapters:</strong></p><p>00:00 Introduction</p><p>01:02 ICE’s Exchange Advantage</p><p>02:56 Visa’s Powerful Network Effect</p><p>06:14 Safran’s Valuation Debate</p><p>07:46 FICO’s Pricing Power Debate</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><br></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><br></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><br></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><br></p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}