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
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today.
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