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How to find value on the ASX

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Content provided by Livewire Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Livewire Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Like Elvis, 'momentum' and 'growth' have left the building. It's possible they won't be seen for a while, either.

The void is set to be filled by 'quality' and 'value' - two factors which were second and third string for the decade money was free. How times have changed.

There is nothing to be feared, however. The great thing about a market selloff is that it creates value opportunities in stocks that were previously too expensive.

So, we thought we'd dust off the old playbook and remind everyone of how to play the game of value.

What better place to do that than in Melbourne - ranked the world's most liveable city for most of the aforementioned decade. And who better to do it with than Martin Currie’s Reece Birtles and SG Hiscock and Company’s Hamish Tadgell.

Our guests share what value means to them, the common mistakes value investors make, how much value they're seeing on the ASX right now, and which sectors they like and don't like.

It wouldn’t be Buy Hold Sell without some stock picks, so we’ve asked the gents to bring along an example of a high-conviction stock pick that they believe is underappreciated by the market.

Note: This episode was filmed on Wednesday 1 November 2023.

  continue reading

303 episoade

Artwork
iconDistribuie
 
Manage episode 382309652 series 2656707
Content provided by Livewire Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Livewire Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Like Elvis, 'momentum' and 'growth' have left the building. It's possible they won't be seen for a while, either.

The void is set to be filled by 'quality' and 'value' - two factors which were second and third string for the decade money was free. How times have changed.

There is nothing to be feared, however. The great thing about a market selloff is that it creates value opportunities in stocks that were previously too expensive.

So, we thought we'd dust off the old playbook and remind everyone of how to play the game of value.

What better place to do that than in Melbourne - ranked the world's most liveable city for most of the aforementioned decade. And who better to do it with than Martin Currie’s Reece Birtles and SG Hiscock and Company’s Hamish Tadgell.

Our guests share what value means to them, the common mistakes value investors make, how much value they're seeing on the ASX right now, and which sectors they like and don't like.

It wouldn’t be Buy Hold Sell without some stock picks, so we’ve asked the gents to bring along an example of a high-conviction stock pick that they believe is underappreciated by the market.

Note: This episode was filmed on Wednesday 1 November 2023.

  continue reading

303 episoade

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