2 fundies analyse each other's best ideas (+ 2 HUGE sells)

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 Introduction00:49 Codan’s Growth Run04:09 Channel Infrastructure Bull Case06:52 Service Stream Momentum09:15 NRW Holdings Still Climbing12:35 Break Before The Sells13:40 Andrew’s ASX Avoid15:59 Rachel’s Stock Warning17:42 Closing Thoughts---Thanks to Seneca for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe 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 peopletoday.———Buy or Sell is a product of Equity Mates Media.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.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.