Buy Hold Sell, by Livewire Markets
Business:Investing
If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However, a growth industry is just half the story; the other critical part, as legendary investor Warren Buffett puts it, is having "able and honest managers".
In this episode, Tobias Yao of Wilson Asset Management and Arden Jennings from Ausbil Investment Management discuss five ASX small caps that fit the bill on both fronts; talented management teams carving out niches within broader industries that are powering ahead. They include companies benefitting from the explosion in online shopping, soaring data consumption and the needs of an ageing population.
Visit Livewire Markets to access the podcast and edited transcript for the episode. Note: This episode was filmed on 29 July 2020.
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
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