About this episode

Two global portfolio managers discuss their highest conviction stock picks and whether they would buy or sell each other's recommendations.

Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others. Nick Healy from WAM and Doug Isles from GCQ give us their take on: Intercontinental Exchange (NYSE: ICE) Visa (NYSE: V) Fair Isaac Corp (NYSE: FICO) Safran (EPA: SAF) Chapters: 00:00 Introduction 01:02 ICE’s Exchange Advantage 02:56 Visa’s Powerful Network Effect 06:14 Safran’s Valuation Debate 07:46 FICO’s Pricing Power Debate ——— 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…

People in this episode

Host: Ally

Guests: Nick Healy, Doug Isles

Topics covered

• stock picks
• portfolio management
• investment strategies
• market analysis
• financial discussion

Keywords

• stock picks
• investment
• portfolio managers
• market analysis
• financial advice

Mentioned in this episode

Organizations: WAM, GCQ

Products: Intercontinental Exchange, Visa, Fair Isaac Corp, Safran

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