Buy or Sell
Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now.
Episodes
2 fundies disagree on Goodman Group: Who’s right?
Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong.Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.Who's right? We’re about to find out.Stocks Mentioned:Goodman Group (ASX: GMG)Chapters:00:00 Introduction00:34 Bull vs Bear Case01:56 Is Goodman Overvalued?04:49 Insider Selling & Approva
Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
Are the hyperscalers all hype? Or are investors hopes well placed?We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts.Stocks Mentioned:Alphabet (NASDAQ: GOOGL)Meta Platforms (NASDAQ: META)Amazon (NASDAQ: AMZN)Microsoft (NASDAQ: MSFT)Chapters:00:00 Introduction00:55 Alphabet: Buy Despite Spending03:23 Meta: Monetization Debate07:51 Amazon's Mass
Is the hype real on these 5 global stocks?
Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar.Stocks Mentioned:SpaceX (NASDAQ: SPCX)SK Hynix (KRX: 000660)Eli Lilly (NYSE: LLY)10X Genomics (NASDAQ: TXG)Revolution Medicines (NASDAQ: RVMD)Chapters:00:00 Introduction00:5
3 fundies put each other's top global ideas to the test
3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches. No holds allowed. It’s Buy or Sell!Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls.Chapters:00:00 Introduction00:27 Neowiz's Surprising Value01:49 Nubank's Growth Strategy04:53
4 fundies stress-test each other's best ASX stock picks
One Room. Four fund managers. Four stock calls. No fence sitting.Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks.Stocks Mentioned:SkinKandy (ASX: SK1)Service Stream (ASX: SSM)Codan Limited (ASX: CDA)EVT Ltd (
3 spicy fan favourites (and 2 BIG speccy buys)
Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management.Plus we challenge each of them to pitch a speccy buy of their own.Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions!Have stock you want to hear debate
5 smashed ASX software stocks that could rebound
Are we seeing signs of a turnaround in software stocks?In this episode, Luke Laretive from Seneca and Hayden Beamish from Endeavor take a look at some of Australia’s SaaSpocalypse victims to see which ones could be in for a rebound.Stocks Mentioned:REA Group (ASX: REA) Zip Co (ASX: Z1P) Xero (ASX: XRO) Life360 (ASX: 360) Siteminder (ASX: SDR)Chapters:00:00:00 Introduction00:00:38 REA’s Durable Pro
4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda
While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble.James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell.Chapters: 00:00:00 Introduction00:00:39 I
5 companies quietly taking a cut of your everyday life
The products and services you use everyday are getting more and more expensive.What if you too, could benefit from these increases?Today’s guests, Chloe Stokes from Forager and James Rodda from Antipodes, discuss five stocks that are quietly clipping the ticket on our everyday lives to learn if we can profit from that too.Stocks Mentioned:Tesco (LON: TSCO)Wise Group PLC (NASDAQ: WSE)Flutter Entert
2 fundies analyse each other's best ideas (+ 2 HUGE sells)
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)
4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder
If you want a little-known stock to impress your friends at your next dinner party, this episode is for you. Today, Rachel Folder from Pendal and Andrew Mitchell from Ophir take a look at some undiscovered small-cap gems of the ASX. Stocks Mentioned: Southern Cross Electrical Engineering (ASX: SXE), G8 Education (ASX: GEM), Duratec (ASX: DUR), SkinKandy (Upcoming IPO, SK1)Chapters:00:00 Intro
6 dogs due for a rebound with Henry Jennings and Ben Clark
Henry Jennings and Ben Clark look at some of the worst performing stocks over the last 12 months and analyse the possible turnarounds.Plus they each bring along a dog today that they think should be let out of the doghouse – a stock that could rebound over the next few months.Stocks mentioned:ResMed (ASX: RMD)Catapult Sports (ASX: CAT)CSL (ASX: CSL)Goodman Group (ASX: GMG)WiseTech Global (ASX: WTC
5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Which stocks will you look back on ten years from now and think “I wish I bought it back then!”Henry Jennings from Marcus Today and Ben Clark from TMS Private to debate five stocks; from a healthcare giant riding Australia's ageing population boom, to a controversial drone company trading at 81 times forward earnings — plus their single best stock pick for the next ten years.Stocks mentioned:Ramsa
5 set and forget stocks with Jun Bei Liu and Anthony Aboud
Markets have been incredibly volatile this year - it feels like every day a new tweet from Trump changes the status quo. So, what if you could hold a few stocks in the bottom drawer that could help sail you through the storm?We’re joined by Anthony Aboud from Perpetual and Jun Bei Liu from TenCap to analyse five portfolio staples.Stocks mentioned:Commonwealth Bank (ASX: CBA)Soul Patts (ASX: SOL)Ri
5 Aussie stocks flying in 2026 with Jun Bei Liu & Anthony Aboud
Welcome to Buy or Sell, Equity Mates’ newest show, dedicated to helping you discover the hottest investment ideas in markets.Host Ally Selby is joined by Jun Bei Liu from TenCap and Anthony Aboud from Perpetual who are diving into five stocks that are off to the races in 2026. Can this momentum continue?Stocks mentioned:Viva Energy (ASX: VEA)Lynas Rare Earths (ASX: LYC)Macmahon Holdings (ASX
Introducing: Buy or Sell
Coming soon: Buy or Sell. In just 10 minutes two expert investors pitch the stocks they're buying and selling right now. Hosted by Ally Selby, from Equity Mates Media - you're in for a fast-paced, stock-heavy, high-energy ride. New episodes every Friday starting April 17th.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice i
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