Buy or Sell: Ally Selby & Jun Bei Liu 🎙️

Buy or Sell is back!

One of our favourite episode formats is back in your podcast feeds, with a brand new host.

Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital (https://www.minotaurcapital.com/), unpacks what stocks expert investors are buying and selling.

Today, Ally is joined by Jun Bei Liu, Founder & Portfolio Manager at Ten Cap (https://www.tencap.com.au/). Watch to hear where Jun Bei is seeing opportunities in markets today.

00:00 Introduction
00:42 Ten Cap & Fund Strategy
02:48 Stockland & Property Trusts
03:05 GemLife
03:34 Boral (Seven Group)
03:38 Harvey Norman
03:41 JB Hi-Fi
03:45 Universal Store
04:39 BHP
05:12 A2 Milk
05:54 ASX
9:10 Woolworths
9:53 REA Group
12:54 Cuscal (CCL)
16:09 DroneShield
18:00 Goodman Group
18:35 NextDC
18:47 Infratel
19:13 Megaport
20:17 Life360
22:00 How to manage behavioural economics

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• Research reports from Good Research (https://goodresearch.com.au/ref/equitymates/)
• Track your portfolio with Sharesight (https://www.sharesight.com/au/equitymates/)

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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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