Buy Hold Sell: 5 stocks sailing on structural tailwinds

Cashless society, the shift to the cloud and food delivery are three structural growth trends sweeping global markets. 2020 saw the tailwinds fanning these trends escalate into a full-blown cyclone, and the stocks in today’s episode have surged as a result. 

But investors should keep in mind that a good narrative doesn’t always convert to a great investment. In this episode, Joe Magyer from Lakehouse Capital and Bob Desmond from Evans & Partners share their insights on the household names of Visa, Microsoft and Hello Fresh. Each of our guests also share a company that they believe is a compelling opportunity with one of the ideas pitched being described as ‘wildly profitable’. 

Click on the player below or read the transcript to access this exclusive episode of Buy Hold Sell, brought to you by Livewire.