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Buy or Sell
4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda
Season 1, Ep. 8
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While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble.
James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell.
Chapters:
00:00:00 Introduction
00:00:39 ING Group: Banking Compounder
00:02:39 Brookdale Senior Living Boom
00:04:41 Sage Group’s AI Opportunity
00:06:32 Why IWG Could Win
00:08:46 Sponsor Message
00:09:45 Why Paramount Skydance Sells
00:11:49 Meta’s AI Spending Problem
Stocks Mentioned:
ING Groep (NYSE: ING), Brookdale Senior Living (NYSE: BKD), Sage group (LON: SGE), IWG/International Workplace Group (LON: IWG), Paramount Skydance (NASDAQ: PSKY), Meta Platforms (NASDAQ: META)
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Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Want more from Buy or Sell host Ally? Check out Basis Points
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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.
———
Buy or Sell is a product of Equity Mates Media.
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.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Buy or Sell 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.
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15. 2 fundies disagree on Goodman Group: Who’s right?
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