Episode
2 fundies analyse each other's best ideas (+ 2 HUGE sells)
- Podcast
- Buy or Sell
- Published
- May 21, 2026
- Duration seconds
- 1108
- Processing state
not_requested- Canonical source
- https://shows.acast.com/buy-or-sell/episodes/2-fundies-analyse-each-others-best-ideas-2-huge-sells
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Summary
Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of. Stocks Mentioned: Codan (ASX: CDA) Channel Infrastructure NZ (ASX: CHI) ServiceStream (ASX: SSM) NRW Holdings (ASX: NWH) WiseTech Global (ASX: WTC) 4DMedical (ASX: 4DX) Chapter Timestamps: 00:00 Introduction 00:49 Codan’s Growth Run 04:09 Channel Infrastructure Bull Case 06:52 Service Stream Momentum 09:15 NRW Holdings Still Climbing 12:35 Break Before The Sells 13:40 Andrew’s ASX Avoid 15:59 Rachel’s Stock Warning 17:42 Closing Thoughts --- 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 . ——— 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 Listen to the podcast ( Apple | Spotify ) Watch on YouTube Subscribe to the weekly email ——— 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 Ma…