Buy Hold Sell, by Livewire Markets
Business:Investing
Over the past few months, the ASX has sailed through turbulent seas, with headwinds such as rising rates, a Russian war, and now a rain bomb over the east coast of the country, sinking the bourse more than 6% since the beginning of the year.
And of course, who can forget reporting season. As Centennial Asset Management's Matthew Kidman put it, it was "explosive".
So in this episode, Firetrail Investments' Blake Henricks and abrdn's Michelle Lopez analyse some of February's best and worst results. Plus, they also share whether they are picking over the wreckage for some oversold gems (spoiler: they are).
Note: This episode of Buy Hold Sell was shot on Tuesday 1st March 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/the-best-of-reporting-season-and-some-absolute-shockers/
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