Buy Hold Sell, by Livewire Markets
Business:Investing
We are often told that a management team can make or break a business. It's why industry jargon like "skin in the game" has become so renowned, and why investors idolise companies that are founder-led.
In fact, recent research from Reuters found that founder-led companies materially outperformed those led by "suits". Founder-led tech firms, in particular, saw earnings growth of around 30% over the past five years, while companies led by recruited managers saw their earnings rise approximately 6.7%.
So in this thematic episode of Buy Hold Sell, Livewire's James Marlay is joined by Montgomery Investment Management's Roger Montgomery and Investors Mutual Limited's Simon Conn for a look at the best management teams across the ASX.
Our fundies will point to their favourite management teams (and outline why) across financials, energy and resources, retail, technology and healthcare. Plus, they also highlight the common attributes of killer management teams and boards so you can identify them yourself.
Note: This episode was filmed on Wednesday 13th October 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/10-of-the-asx-s-best-management-teams/
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
2 big buys (and why the worst could be over for small-cap investors)
Buy Hold Sell: 5 undervalued small caps with big growth prospects
6 ASX-listed products for the risk-loving and risk-averse investor
4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)
Buy Hold Sell: 5 of Livewire readers’ top ETFs for 2023
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
The 10 best ASX management teams right now
Buy Hold Sell: 3 cracking results and 2 disappointments
Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon)
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
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