About this episode

Two fund managers debate whether Goodman Group is a buy or sell.

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 Introduction 00:34 Bull vs Bear Case 01:56 Is Goodman Overvalued? 04:49 Insider Selling & Approvals 07:40 AI Risks & Balance Sheet 10:49 Data Centre Pivot 12:42 Final Verdicts ——— Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates . Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing. A big thank you to our sponsor bitcoin.com.au for helping to keep our content free. ——— 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…

People in this episode

Host: Equity Mates Media

Guests: Matt Haupt, Mike O'Neill

Topics covered

• fund management
• stock analysis
• buy or sell
• Goodman Group
• investment strategies

Keywords

• Goodman Group
• Matt Haupt
• Mike O'Neill
• investment
• stock analysis

Sponsors

bitcoin.com.au

Mentioned in this episode

Organizations: Wilson Asset Management, IML

Products: Goodman Group

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